Create client and enroll buyer into challenge programs
Create client and enroll buyer into challenge programs
Your challenge purchases can remain unprocessed, leaving new clients without assigned programs or coach context and delaying setup. Enroll and activate programs so clients access content same day.
Overview
When paid challenge purchases aren't enrolled automatically, clients can't access content and coaches spend time on manual setup. This flow creates or updates the client record and activates purchased add-ons so program coordinators can finish onboarding the same day.