8a92532afa9a4374b2ba03abdf9f07e48a92532afa9a4374b2ba03abdf9f07e4
8a92532afa9a4374b2ba03abdf9f07e4
Jul 12, 2022

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!

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

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.

Thank you! Very helpful!

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.

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.