ABC Trainerize + Stripe
Add new Stripe customers as Trainerize clients
When you take consultations before determining whether or not a client is a good fit, you don't need to make them a full client, but you have to signal their status once they've made the first payment on Stripe. That's where Zapier comes in. Once you've set up this integration, every new customer on Stripe will be automatically added to Trainerize as a new pending client, leaving you to fully activate them whenever you're ready (which will send out a welcome mailer with setup instructions).
When you take consultations before determining whether or not a client is a good fit, you don't need to make them a full client, but you have to signal their status once they've made the first payment on Stripe. That's where Zapier comes in. Once you've set up this integration, every new customer on Stripe will be automatically added to Trainerize as a new pending client, leaving you to fully activate them whenever you're ready (which will send out a welcome mailer with setup instructions).
- When this happens...New Customer
Triggers when a new customer is added.
- automatically do this!Create / Update Client V2
Creates a new client or updates an existing one.
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