- 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:
Practice Better
Kahunas
Chargebee
Filter by Zapier
Mighty Networks
Delay by Zapier
Brevo
Email by Zapier
Acuity Scheduling
Shopify
Zendesk
Heartbeat
Paperbell
Nudge Coach
Kartra
SignNow
ThriveCart
Flodesk
Asana
Jotform
ABC Trainerize
- Effortlessly Capture New Clients in Kahunas When They Enroll in Your Coaching Program with Practice Better
- Instantly Welcome New Subscribers to Your Coaching Program with Chargebee and Mighty Networks
Instantly Welcome New Subscribers to Your Coaching Program with Chargebee and Mighty Networks
- Get Instant Notifications and Confirmation Emails for New Coaching Clients with Brevo and Zapier
Get Instant Notifications and Confirmation Emails for New Coaching Clients with Brevo and Zapier
- Get Notified of New Job Coaching Appointments, Process Payments, Create Support Tickets, and Invite Clients to Heartbeat
Get Notified of New Job Coaching Appointments, Process Payments, Create Support Tickets, and Invite Clients to Heartbeat
- Automatically Invite New Clients to Your Nudge Coach Account When Added in Paperbell
Automatically Invite New Clients to Your Nudge Coach Account When Added in Paperbell
- Instantly Send a Coaching Contract via SignNow When a New Client Purchases in Kartra
Instantly Send a Coaching Contract via SignNow When a New Client Purchases in Kartra
- Welcome New Coaching Clients: Automatically Add to Flodesk and Create Onboarding Tasks in Asana from ThriveCart Purchases
Welcome New Coaching Clients: Automatically Add to Flodesk and Create Onboarding Tasks in Asana from ThriveCart Purchases
- Instant Email Alerts for Stakeholders When New Users Join Your Coaching Account
Instant Email Alerts for Stakeholders When New Users Join Your Coaching Account
- Instantly Assign New Coaching Clients from Jotform to ABC Trainerize
Instantly Assign New Coaching Clients from Jotform to ABC Trainerize