Onboard purchasers to coaching programs and assign trainers
Onboard purchasers to coaching programs and assign trainers
Operations coordinators struggle to onboard paid challenge purchasers, risking missed program starts. It creates accounts, assigns trainers, tags purchasers, and enrolls them so coaches start on time.
Overview
Manual onboarding for paid challenge purchasers creates bottlenecks and puts program start dates at risk. This workflow turns each eligible order into a client account, trainer assignment, program enrollments, and tags—so coaches get ready-to-start clients and operations eliminate manual handoffs.
Notable Features
- Create client accounts automatically
- Assign trainers based on purchase
- Enroll purchasers into program bundles