Add new coaching orders to client program enrollments
Add new coaching orders to client program enrollments
You receive paid coaching orders without a linked client profile, causing manual onboarding delays. Onboarding completes within minutes thanks to automatic client creation, tagging, and program enrollment.
Overview
When coaching purchases come in they often require manual account setup and enrollment, which slows onboarding and fragments campaign audiences. This flow converts qualifying orders into active client records, tags, and program access so onboarding starts within minutes and marketing audiences remain accurate.