Business owners get new coaching buyers enrolled with correct access
Business owners get new coaching buyers enrolled with correct access
Business owners miss coaching purchases in manual order flows, delaying onboarding. This flow creates or updates client records and enrolls buyers into the right program so coaches can start onboarding.
Overview
Missed coaching enrollments frustrate customers and stall onboarding. This workflow guarantees every purchase creates or updates the client record and enrolls buyers into the right program so coaches begin onboarding without manual delays. Customers report faster handoffs and fewer manual errors.
Notable Features
- Create or update client records
- Enroll purchasers into the correct program
- Grant program access on purchase