Add clients to Practice Better, send forms, and create tasks in ClickUp for coaching program

Add new clients to your Practice Better account when they purchase your group coaching program in Kartra. Create a task in ClickUp to track their progress and send necessary forms, ensuring efficient onboarding and engagement.

Add clients to Practice Better, send forms, and create tasks in ClickUp for coaching program

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Overview

Add new clients to your Practice Better account when they purchase your group coaching program in Kartra. Create a task in ClickUp to track their progress and send necessary forms, ensuring efficient onboarding and engagement.

Add clients to Practice Better, send forms, and create tasks in ClickUp for coaching program