Create client profile and start program from purchase
Create client profile and start program from purchase
Subscription purchases don't always create client records, leaving trainers without intake details. Add and enroll paying clients automatically so trainers have context the same day.
Workflow preview:
Zap details:
Overview
When a paid subscription doesn't reach your client platform, trainers lack intake context and setups get delayed. This flow creates the client, enrolls them into the correct program, and notifies your team so trainers have actionable context the same day.