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Add signed clients to group course and lists

You sign coaching contracts and must enroll clients into group sessions while removing them from pre-sale sequences to prevent mixed messaging. Enrollment and list updates happen same day.

Add signed clients to group course and lists

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Overview

Signed contracts should start onboarding, not more manual work. This flow enrolls new clients into the weekly course, tags their profile for program coordinators, and strips pre-sale sequences so enrollment completes same day. It reduces manual handoffs and gets coordinators actionable client records immediately.

Add signed clients to group course and lists