Create and enroll new client from subscription payment
Create and enroll new client from subscription payment
You miss onboarding when paid subscriptions don't provision client accounts. Members receive access and onboarding materials same day, ensuring program access and prep.
Overview
Paid subscriptions should create active client accounts automatically instead of creating manual work for coordinators. This flow turns each subscription into a provisioned client and enrollment so your program coordinators can onboard members same day and avoid missed sessions.