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