Available on Business and Enterprise plans.
An onboarding automation creates a join code you can share so clients can sign up and start with the right program.
Find it in Superset → Automations.
Follow these steps
Open Superset → Automations.
Click Create new → Onboarding.
Enter an automation Name.
Select the Program you want new clients to start with.
(Optional) Add Tags for clients who join through this onboarding flow.
(Optional) Enable 14-day trial.
Click Continue.
Click Confirm to activate the flow.
Notes & best practices
If 14-day trial is enabled, clients start a 14-day trial after signing up.
If you move a client to Active during the trial, they stay active.
If a client is not moved to Active by the end of the trial, they are automatically archived.
After you confirm, you’ll see a join code. You can copy it anytime from Automations.
Share the code anywhere: a group chat, 1:1 message, or social posts.
FAQ
Where do I find the join code again later?
Go to Superset → Automations and copy it from the onboarding automation.
What does the join code do?
It lets clients create an account and start your coaching using the program you selected.
How does a client sign up with the code?
They download the Superset app, tap Log in with a code, enter the code, then create their account.
What happens when the 14-day trial ends?
If the client wasn’t moved to Active, they’re automatically archived. If they were moved to Active, they remain active.
Can I tag clients who join through this flow?
Yes - add Tags during setup (optional).