Add paid coaching customers to client email list

Your coaching payments lack a linked email segment, so welcome and onboarding messages miss new clients. Add paying clients to your email segment to send onboarding messages the same day.

Add paid coaching customers to client email list

Overview

When coaching purchases aren't routed into your client list, onboarding and prep materials get delayed and client experience suffers. This flow enrolls paying clients into the correct email segment and kicks off welcome messages within minutes, ensuring clients receive session prep the same day.

Add paid coaching customers to client email list