Q: Is there a way to automate customers joining/ logging in to upcoach for the first time or is manual addition ...

of their email necessary for access? Thank you!

8a92532afa9a4374b2ba03abdf9f07e4Jul 12, 2022
Founder Team
Mert_upcoach

Mert_upcoach

May 14, 2024

A: Hi there!

You can use program invitation links (https://help.upcoach.com/en/articles/5598307-how-to-use-program-invitation-links) or our client invitation flow (https://help.upcoach.com/en/articles/6354371-client-create-invitation-flow) to onboard your clients to your programs on upcoach.

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Verified purchaser

Posted: Jul 12, 2022

It appears all clients must have their email added manually to the system. There is no automation from purchase to access. Correct?

Founder
Posted: Jul 12, 2022

Actually you have many options to onboard clients to upcoach:

- Program invitation Links: https://help.upcoach.com/en/articles/5598307-how-to-use-program-invitation-links
- Client create and invitation flow: https://help.upcoach.com/en/articles/6354371-client-create-invitation-flow
- Program invitation links and ConvertKit (also applicable to other services): https://help.upcoach.com/en/articles/6238761-convertkit-integration-how-to-sell-your-coaching-program-with-convertkit
- Onboarding clients to upcoach: https://help.upcoach.com/en/articles/5830683-how-can-i-onboard-a-client-inside-upcoach

You also have API and Zapier integrations too.

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Verified purchaser

Posted: Jul 12, 2022

Thank you! Very helpful!

Posted: Jul 12, 2022

i think the question is not answered and I also please want to know this.
I think that is the question is if a client, when he/she buys a course the client rolls automatically in or that we manually must add the client in a course.

Founder
Posted: Jul 14, 2022

Maybe this can give you an idea of a how a checkout flow might work with upcoach: https://www.loom.com/share/fce19768d798492aa3bf1fe93a676604

It's for stripe but the method is same for every tool that has a success URL redirect.