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Create or update client and tracker from paid order

Create or update client and tracker from paid order

You receive paid coaching orders lacking onboarding details in your tracker, causing scheduling gaps and billing confusion. Coordinators can schedule sessions same day.

Create or update client and tracker from paid order

Overview

When paid coaching orders don't populate your client system, coordinators spend time on manual onboarding and sessions miss their start windows. This flow creates or updates client records and the central tracker immediately so sessions get scheduled same day and invoicing stays aligned.

Create or update client and tracker from paid order