I guide you through setting up an automated workflow to seamlessly add new clients to your existing programs. You'll learn how to create a product, set up payment options, and establish automation triggers for granting access to offers upon successful payments. _____________ <h2 class="PlaygroundEditorTheme__h2" dir="ltr">IMPORTANT NOTES ABOUT THIS WORKFLOW</h2>This workflow is ONLY relevant if you're creating a product to sell with a payment link or invoice (ie: monthly retainer, 1-1 coaching...etc). If you're selling a program (ie: course/membership..etc), you do NOT need to use this workflow. Give your student the link to the checkout page for the offer and they will automatically get access to the offer upon signing up.<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem"><a href="https://simplebizsuite.helpcenter.guide/articles/creating-an-offer-for-your-program-7666e0-fde69" rel="noreferrer" class="PlaygroundEditorTheme__link">This article explains how to create an offer for your program</a></li><li value="2" class="PlaygroundEditorTheme__listItem"><a href="https://simplebizsuite.helpcenter.guide/articles/whats-the-difference-between-products-offers-programs-7666e0-46001" rel="noreferrer" class="PlaygroundEditorTheme__link">This article explains the difference between offers &amp; products</a></li></ul> _____________ <h2 class="PlaygroundEditorTheme__h2" dir="ltr">👉 USERS WITH CLIENTS USING THE RESOURCE HUB OR PRIVATE PORTALS</h2>PUBLIC RESOURCE HUB FOR ALL CLIENTSIf you created a public resource hub for all clients in your service-based business, we recommend adding them to the hub via this workflow. With this workflow, after they complete their payment, they will automatically receive access to public hub. PRIVATE CLIENT PORTALSIf you are creating private portals for each client, you need to create the portal manually and grant them access to it. You will not be able to add them to their private portal with this workflow.<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem"><a href="https://simplebizsuite.helpcenter.guide/articles/client-portal-overview-private-client-portals-7666e0-a019e" rel="noreferrer" class="PlaygroundEditorTheme__link">This article explains about the different portal types - public &amp; private</a></li><li value="2" class="PlaygroundEditorTheme__listItem"><a href="https://simplebizsuite.helpcenter.guide/articles/setting-up-private-client-portals-7666e0-ce024" rel="noreferrer" class="PlaygroundEditorTheme__link">This article explains how to set up your private client portals</a></li></ul> _____________ <div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 73.55982274741505%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/93e7350b225b4f1c86da9bdda67aee09?sid=36810a4f-952a-4955-a5e4-3b3856ecfcb2?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true&quot; frameborder=&quot;0&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen style=&quot;position: absolute; top: 0; left: 0; width: 100%; height: 100%;&quot;></iframe></div>"><div style="position: relative; padding-bottom: 73.55982274741505%; height: 0;"><iframe src="https://www.loom.com/embed/93e7350b225b4f1c86da9bdda67aee09?sid=36810a4f-952a-4955-a5e4-3b3856ecfcb2?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div>

Learn how to create a workflow that will automatically grant access to an offer after purchasing a product.

I guide you through setting up an automated workflow to seamlessly add new clients to your existing programs.

You'll learn how to create a product, set up payment options, and establish automation triggers for granting access to offers upon successful payments.

\_\_\_\_\_\_\_\_\_\_\_\_\_

## ****IMPORTANT NOTES ABOUT THIS WORKFLOW****

This workflow is ONLY relevant if you're creating a product to sell with a payment link or invoice (ie: monthly retainer, 1-1 coaching...etc).

If you're selling a program (ie: course/membership..etc), you do NOT need to use this workflow. Give your student the link to the checkout page for the offer and they will automatically get access to the offer upon signing up.

* [This article explains how to create an offer for your program](https://simplebizsuite.helpcenter.guide/articles/creating-an-offer-for-your-program-7666e0-fde69)
* [This article explains the difference between offers & products](https://simplebizsuite.helpcenter.guide/articles/whats-the-difference-between-products-offers-programs-7666e0-46001)

\_\_\_\_\_\_\_\_\_\_\_\_\_

## ****👉 USERS WITH CLIENTS USING THE RESOURCE HUB OR PRIVATE PORTALS****

****PUBLIC RESOURCE HUB FOR ALL CLIENTS****

If you created a public resource hub for all clients in your service-based business, we recommend adding them to the hub via this workflow.

With this workflow, after they complete their payment, they will automatically receive access to public hub.

****PRIVATE CLIENT PORTALS****

If you are creating private portals for each client, you need to create the portal manually and grant them access to it. You will not be able to add them to their private portal with this workflow.

* [This article explains about the different portal types - public & private](https://simplebizsuite.helpcenter.guide/articles/client-portal-overview-private-client-portals-7666e0-a019e)
* [This article explains how to set up your private client portals](https://simplebizsuite.helpcenter.guide/articles/setting-up-private-client-portals-7666e0-ce024)

\_\_\_\_\_\_\_\_\_\_\_\_\_

">

I guide you through setting up an automated workflow to seamlessly add new clients to your existing programs. You'll learn how to create a product, set up payment options, and establish automation triggers for granting access to offers upon successful payments. _____________ <h2 class="PlaygroundEditorTheme__h2" dir="ltr">IMPORTANT NOTES ABOUT THIS WORKFLOW</h2>This workflow is ONLY relevant if you're creating a product to sell with a payment link or invoice (ie: monthly retainer, 1-1 coaching...etc). If you're selling a program (ie: course/membership..etc), you do NOT need to use this workflow. Give your student the link to the checkout page for the offer and they will automatically get access to the offer upon signing up.<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem"><a href="https://simplebizsuite.helpcenter.guide/articles/creating-an-offer-for-your-program-7666e0-fde69" rel="noreferrer" class="PlaygroundEditorTheme__link">This article explains how to create an offer for your program.</a></li><li value="2" class="PlaygroundEditorTheme__listItem"><a href="https://simplebizsuite.helpcenter.guide/articles/whats-the-difference-between-products-offers-programs-7666e0-46001" rel="noreferrer" class="PlaygroundEditorTheme__link">This article explains the difference between offers &amp; products.</a></li></ul> _____________ 👉 USERS WITH CLIENTS USING THE RESOURCE HUB OR PRIVATE PORTALSIf you have created a public resource hub for all clients in your service-based business, we recommend adding them to the hub via this workflow. If you are creating private portals for each client, you will need to create the portal manually and grant them access to it. Please refer to this article to learn more. _____________

Setting Up an Automated Workflow for Products

I guide you through setting up an automated workflow to seamlessly add new clients to your existing programs. You'll learn how to create a product, set up payment options, and establish automation triggers for granting access to offers upon successful payments. _____________ <h2 class="PlaygroundEditorTheme__h2" dir="ltr">IMPORTANT NOTES ABOUT THIS WORKFLOW</h2>This workflow is ONLY relevant if you're creating a product to sell with a payment link or invoice (ie: monthly retainer, 1-1 coaching...etc). If you're selling a program (ie: course/membership..etc), you do NOT need to use this workflow. Give your student the link to the checkout page for the offer and they will automatically get access to the offer upon signing up.<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem"><a href="https://simplebizsuite.helpcenter.guide/articles/creating-an-offer-for-your-program-7666e0-fde69" rel="noreferrer" class="PlaygroundEditorTheme__link">This article explains how to create an offer for your program.</a></li><li value="2" class="PlaygroundEditorTheme__listItem"><a href="https://simplebizsuite.helpcenter.guide/articles/whats-the-difference-between-products-offers-programs-7666e0-46001" rel="noreferrer" class="PlaygroundEditorTheme__link">This article explains the difference between offers &amp; products.</a></li></ul> _____________ <h2 class="PlaygroundEditorTheme__h2" dir="ltr">👉 USERS WITH CLIENTS USING THE RESOURCE HUB OR PRIVATE PORTALS</h2>PUBLIC RESOURCE HUB FOR ALL CLIENTSIf you created a public resource hub for all clients in your service-based business, we recommend adding them to the hub via this workflow. With this workflow, after they complete their payment, they will automatically receive access to public hub. PRIVATE CLIENT PORTALSIf you are creating private portals for each client, you need to create the portal manually and grant them access to it. You will not be able to add them to their private portal with this workflow. Please refer to this article to learn more. _____________

I guide you through setting up an automated workflow to seamlessly add new clients to your existing programs. You'll learn how to create a product, set up payment options, and establish automation triggers for granting access to offers upon successful payments. _____________ <h2 class="PlaygroundEditorTheme__h2" dir="ltr">IMPORTANT NOTES ABOUT THIS WORKFLOW</h2>This workflow is ONLY relevant if you're creating a product to sell with a payment link or invoice (ie: monthly retainer, 1-1 coaching...etc). If you're selling a program (ie: course/membership..etc), you do NOT need to use this workflow. Give your student the link to the checkout page for the offer and they will automatically get access to the offer upon signing up.<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem"><a href="https://simplebizsuite.helpcenter.guide/articles/creating-an-offer-for-your-program-7666e0-fde69" rel="noreferrer" class="PlaygroundEditorTheme__link">This article explains how to create an offer for your program</a></li><li value="2" class="PlaygroundEditorTheme__listItem"><a href="https://simplebizsuite.helpcenter.guide/articles/whats-the-difference-between-products-offers-programs-7666e0-46001" rel="noreferrer" class="PlaygroundEditorTheme__link">This article explains the difference between offers &amp; products</a></li></ul> _____________ <h2 class="PlaygroundEditorTheme__h2" dir="ltr">👉 USERS WITH CLIENTS USING THE RESOURCE HUB OR PRIVATE PORTALS</h2>PUBLIC RESOURCE HUB FOR ALL CLIENTSIf you created a public resource hub for all clients in your service-based business, we recommend adding them to the hub via this workflow. With this workflow, after they complete their payment, they will automatically receive access to public hub. PRIVATE CLIENT PORTALSIf you are creating private portals for each client, you need to create the portal manually and grant them access to it. You will not be able to add them to their private portal with this workflow.<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem"><a href="https://simplebizsuite.helpcenter.guide/articles/client-portal-overview-private-client-portals-7666e0-a019e" rel="noreferrer" class="PlaygroundEditorTheme__link">This article explains about the different portal types - public &amp; private</a></li><li value="2" class="PlaygroundEditorTheme__listItem"><a href="https://simplebizsuite.helpcenter.guide/articles/setting-up-private-client-portals-7666e0-ce024" rel="noreferrer" class="PlaygroundEditorTheme__link">This article explains how to set up your private client portals</a></li></ul> _____________

Setting Up an Automated Workflow for Products to Add People To Your Existing Offers

Save time by automating your essential business processes.

Create and manage private portals for your clients to securely share resources & communicate.

Manage your products, create new ones, collect payments and more.