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Create paid student records and enroll in course

Create paid student records and enroll in course

Coaching payments arriving without intake records leave onboarding and billing out of sync. This captures payments, enrolls students, and updates your master sheet the same day.

Create paid student records and enroll in course

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Overview

Payments should trigger onboarding, not manual work. This workflow converts each coaching payment into a course enrollment, a master sheet entry, and a board task so program coordinators can start intake the same day. It reduces missed steps and speeds first contact for new students.

Create paid student records and enroll in course