Add new Stripe customers as new pending Trainerize clients
When this happensStep 1: New Customer
Then do thisStep 2: Create Client
When you take consultations before determining whether or not a client is a good fit, you don't need to make them a full client, but you have to signal their status once they've made the first payment on Stripe. That's where Zapier comes in. Once you've set up this integration, every new customer on Stripe will trigger it, automatically getting added to Trainerize as a new pending client, leaving you to fully activate them whenever you're ready (which will send out a welcome mailer with setup instructions).
How this Stripe-Trainerize integration works
- A new customer is added on Stripe
- Zapier adds the customer to Trainerize as a pending client.
- Trainerize (with owner or admin privileges)