Create client record and course access from paid order

You receive paid orders with inconsistent buyer details and no enrollment entry, stalling onboarding. Create client records and enrollment submissions so coordinators can provision access the same day.

Create client record and course access from paid order

Overview

When paid orders arrive without a clear enrollment record, onboarding stalls and clients wait for access. This flow converts each qualifying paid order into a normalized client record, creates the enrollment submission, and opens a team channel so coordinators can provision access the same day.

Create client record and course access from paid order