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Create client record from course purchase for onboarding

Create client record from course purchase for onboarding

Your program purchases don't always create client records, leaving intake forms and scheduling stalled. You get completed client records and portal invites same day.

Create client record from course purchase for onboarding

Overview

Manual entry after a program purchase slows intake, billing, and scheduling. This flow creates a client record and issues a portal invite so intake coordinators can begin paperwork and book sessions the same day.

Create client record from course purchase for onboarding