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Create onboarding client profiles from new paid orders

Create onboarding client profiles from new paid orders

New paid orders often arrive without a linked client record, delaying account setup and program access. Provide complete client profiles to coaches so onboarding completes the same day.

Create onboarding client profiles from new paid orders

Overview

When paid orders don't turn into provisioned client accounts, coaches waste time on manual setup and clients miss program access. This flow creates or updates client profiles and appends program tags so coordinators can onboard clients the same day.

Create onboarding client profiles from new paid orders