Create onboarding task and enroll buyer after payment
Create onboarding task and enroll buyer after payment
Paid coaching checkouts without onboarding tasks or course access force coordinators to create records manually and delay starts. Add buyer context to your tracker and auto-enroll so onboarding starts same day.
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Overview
When a checkout completes, your coordinators should immediately see a task with payment context and access granted to the buyer. This ties payment, task tracking, contact sync, and course enrollment together so onboarding can begin the same day and manual setup is eliminated.