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Add new client and enroll them in programs

Add new client and enroll them in programs

Webhook signups often produce incomplete client profiles and miss program enrollment, causing manual fixes and delayed welcome outreach. Keep records accurate and enroll clients for same-day onboarding and immediate welcome workflows.

Add new client and enroll them in programs

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Overview

Incoming webhook signups frequently generate incomplete profiles and missed enrollments that slow onboarding. This flow captures each registration, creates or updates the client record, and enrolls them into programs so program coordinators can send same-day welcome messaging and begin nurture.

Add new client and enroll them in programs