Add opt-in guest signups to client records for trials

Your trial guest opt‑ins often arrive without client records, leaving coaches unable to prepare or start onboarding. Get signups created and tagged so coaches can begin onboarding same day.

Overview

Guest pass signups must become usable client records immediately or coaches can't prepare and onboarding slips. This flow captures opt‑in webhooks, creates or updates client records, tags them for the trial, and routes them to the right coaching track so CRM managers and program coordinators can start onboarding same day.