Assign new subscribers to onboarding flow and notify team

Your subscription buyers for select variants lack training profiles, leaving coaches unable to start onboarding. Enroll clients and notify coordinators immediately so onboarding begins the same day.

Assign new subscribers to onboarding flow and notify team

Overview

When subscribers purchase training products, coaches need access to client profiles immediately—manual setup delays first sessions and burdens coordinators. This flow creates or reactivates client records and enrolls them in onboarding within minutes, keeping program momentum the same day.

Assign new subscribers to onboarding flow and notify team