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Create client record and add subscriber to marketing list

Create client record and add subscriber to marketing list

Your subscription payments often post without client setup, delaying access and coach prep. It creates client records, assigns programs, and adds subscribers so members get access same day.

Create client record and add subscriber to marketing list

Overview

When a paying customer isn't provisioned, program start and coach prep stall—friction that hurts retention. This flow converts successful subscription payments into client accounts, program assignments, and marketing profiles within minutes so members access content same day.

Create client record and add subscriber to marketing list