Wellness business owners: add purchasers to 1:1 client list

Wellness business owners selling 1:1 coaching lose onboarding momentum when purchasers aren't added to client segments, risking churn. This adds purchasers to your 1:1 client list so onboarding starts before the first session.

Overview

Wellness business owners risk poor first-session experiences and churn when purchasers aren't added to client lists. This workflow captures purchasers at payment and places them into your 1:1 client segment so marketing and coaches can start onboarding and reminders before the first session, reducing missed welcome messages and protecting retention.

Notable Features

Create or update client records
Assign purchasers to 1:1 segment
Launch onboarding sequence before session