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Create new training client from guide purchase order

Create new training client from guide purchase order

Your guide orders can arrive without program mapping or clean contact details, delaying welcome messages. It enrolls buyers into the right 8-week guide so they receive access and onboarding same day.

Create new training client from guide purchase order

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Overview

Prevent manual onboarding delays by enrolling guide purchasers automatically into the correct 8-week program. Program coordinators get fully populated client records and buyers receive access and welcome materials the same day.

Create new training client from guide purchase order