For coaches: route payments into onboarding and sheets

Coaches processing payments manually delay student access and risk refunds. This routes buyer records into onboarding flows and spreadsheets so marketing enrolls students and sends welcome messages.

Overview

Manual payment handoffs make students wait for course access and increase refund risk for small coaching businesses. This workflow moves purchaser records into onboarding flows and a central spreadsheet so marketing can enroll students reliably, eliminate missed enrollments, and ensure every new student gets a welcome message and access.

Notable Features

Route purchaser data to flows
Populate centralized enrollment spreadsheet
Trigger welcome messages instantly