Create client and enroll new buyers into programs
Create client and enroll new buyers into programs
You miss prep when paid orders don't create client records, delaying access and orientation. Create and enroll clients automatically so they gain program access and welcome pack by the next session.
Overview
When paid purchases don't provision clients immediately, onboarding drags and early engagement suffers. This flow creates or updates client accounts and enrolls buyers in their purchased programs so program coordinators can grant access within minutes and by the next scheduled session.