- Service Automation
- Coaching Services
- New client onboarding
Onboard new coaching clients
This automation streamlines new coaching client onboarding by integrating lead stages, payments, scheduling, contracts, and communication tools into one seamless workflow. It automatically adds clients to coaching platforms, invites them after payments, sends contracts, and notifies teams of new enrollments. Coaches save time, eliminate manual tasks, and deliver a consistent, personalized welcome experience.
Filter by common apps:
Skool
Slack
LeadConnector
Zoom
Filter by Zapier
Membership.io
Practice Better
Kahunas
PT Distinction
Chargebee
Mighty Networks
Delay by Zapier
Brevo
Email by Zapier
Acuity Scheduling
Shopify
Zendesk
Heartbeat
Paperbell
Nudge Coach
Kartra
SignNow
- Notify team in Slack, update contact and opportunity in LeadConnector when new member joins Skool
- Upload completed Zoom coaching session recordings to Membership.io folder
Upload completed Zoom coaching session recordings to Membership.io folder
- Create new client in Kahunas when enrolled in Practice Better program
Create new client in Kahunas when enrolled in Practice Better program
- Add coaching package to new client account in PT Distinction
Add coaching package to new client account in PT Distinction
- Invite new subscribers to Mighty Networks after Chargebee subscription confirmation
Invite new subscribers to Mighty Networks after Chargebee subscription confirmation
- Notify coach of new client sign up, and send confirmation email with scheduling link
Notify coach of new client sign up, and send confirmation email with scheduling link
- Trigger new appointment in Acuity Scheduling, create order in Shopify, create ticket in Zendesk, and invite client to Heartbeat
Trigger new appointment in Acuity Scheduling, create order in Shopify, create ticket in Zendesk, and invite client to Heartbeat
- Invite new clients to connect in Nudge Coach when added in Paperbell
Invite new clients to connect in Nudge Coach when added in Paperbell
- Generate and send coaching contract in SignNow after purchase in Kartra
Generate and send coaching contract in SignNow after purchase in Kartra
