Enrolling Clients Manually

You can enroll a client in a program directly from the admin by creating an order. This is useful for clients you are invoicing separately, free programs, or beta testers.

Prerequisites

The program must exist (draft or active)

The client must have a WordPress account on your site (or you can create one first — see below)

How to Manually Enroll a Client

Go to AllCoach → Orders

Click New Order

Select the Client from the dropdown

Select the Program to enroll them in

Set Status to Confirmed to activate the enrollment immediately, or Pending if you want to confirm payment first

Set Payment Method to Offline

Enter the Amount (set to 0 for free or complimentary enrollment)

Click Create Order

The client's enrollment becomes active as soon as the order status is Confirmed.

Creating a New Client Account

If the client does not have an account yet, create one before creating their order:

Go to AllCoach → Clients → Add New Client

Enter their name and email address

AllCoach creates a WordPress account and sends them a welcome email with a link to set their password

Then follow the steps above to create their order

Enrollment Status