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I like the concept of the Client Vault and would like answers to the following pre-purchage questions:

Q1. "Can the Journey feature be configured for fully open, non-linear access — where all content is available from day one with no step locking? One of our programs has no milestones or sequential gates by design. Progressive locking would conflict with its core philosophy. Can this be disabled per journey?"


Q2. "For programs with rolling enrollment — where members join at different times throughout the year — does each member get an individual journey instance? And can they all participate in the same FluentCommunity space simultaneously despite being at different points in their journey?"


Q3. "When you list FluentCommunity as 'LMS-like' in your connected LMS options — what specifically syncs between FluentCommunity and Client Vault? Does content access or activity completion in FluentCommunity trigger journey step advancement in Client Vault?"

Q4. "Does enrolling a member in a Client Vault journey automatically grant them access to a specific FluentCommunity space — and revoke that access on journey completion or cancellation? Or does this require manual setup or automation via FluentCRM?"


Q5. "Which specific events in Client Vault trigger FluentCRM tags? Can I define custom tags per event per journey — for example, applying a specific existing FluentCRM tag when a specific Client Vault step is validated? We have an existing 81-tag architecture in FluentCRM that needs to connect to program progress events."

Q6. "Can Client Vault read existing FluentCRM tags to determine access levels or journey routing — for example, if a contact already has a pattern tag applied in FluentCRM, can Client Vault use that to route them into the correct journey?"


Q7. "Does the Events feature support group coaching sessions where multiple enrolled members attend the same event simultaneously — not individual appointments? We run 90-minute weekly group coaching calls as part of a 90-day program. How does RSVP, replay tracking, and attendance recording work for a shared group session vs. a 1:1 booking?"


Q8. " We currently have two programs now with more planned. How would these map into ClientVault journey?"


Q9. How does Client management work? - Add Manually vs Automated during registration?


Q10. " Do you have allowance for Wordpress MCP"


Q11. " Do you allow for adding features/functions via php codes, change typography, etc via CSS codes - FluentSnippet? "


Q12." What are the minimum hosting requirements to run efficiently?"