Skip to content
Create onboarding task and enroll new paid client

Create onboarding task and enroll new paid client

Paid program purchases arrive without enrollment or onboarding tasks, stalling trainer prep. Enrolling buyers, sending the contract, and creating an onboarding task enables same-day starts.

Create onboarding task and enroll new paid client

Workflow preview:

Zap details:

Create onboarding task and enroll new paid client