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Create membership client records from paid storefront orders

Create membership client records from paid storefront orders

Your storefront membership orders lack structured client records, causing manual entry and onboarding gaps. Add or update client accounts and enroll purchases so coordinators can prepare plans same day.

Create membership client records from paid storefront orders

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Overview

When paid membership orders skip your coaching platform, onboarding becomes manual and trainers lack prep time. This flow turns each paid order into a client record and program enrollment so coordinators receive accurate rosters and client plans the same day.

Create membership client records from paid storefront orders