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Update client status and billing record after payment

Update client status and billing record after payment

Your client billing and status fall out of sync when payments are updated manually, causing coach confusion. Keep records current so coaches see accurate subscription and billing info within minutes.

Update client status and billing record after payment

Overview

When a payment posts, coaches need accurate access and billing context immediately to avoid service gaps. This flow updates client records and subscription status within minutes, keeping coaches and coordinators aligned and enabling same-day outreach after payment.

Update client status and billing record after payment