Create client onboarding record and grant course access
Create client onboarding record and grant course access
Your training purchases don't create client records, forcing manual onboarding and delayed access. Keep records updated and grant course access automatically so clients can start same day.
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Overview
When purchases aren't recorded cleanly, onboarding grinds to a halt and clients can't access programs. This flow centralizes purchase data, grants course access, and notifies owners so clients can begin the program the same day.