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Create coaching client and enroll them in addons

Create coaching client and enroll them in addons

Your coaching orders lacking enrollment setup force manual client creation and delay program starts. Enrolling clients and assigning onboarding tags ensures ready-to-start programs the same day.

Create coaching client and enroll them in addons

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Overview

When buyers purchase upfront coaching, manual enrollment stalls starts and strains onboarding. This flow creates or updates client profiles and enrolls buyers into add-on programs automatically, ensuring program coordinators have ready clients the same day.

Create coaching client and enroll them in addons