A few more questions…
As I am setting up Client Vault…I have a few more questions:
Q1 — Workshop facilitation via Client Vault:
Can the Client Vault Calendar + FluentBooking integration be used to manage free workshop registration and attendance tracking Or is Client Vault’s calendar intended for enrolled clients only?
Q2 — FluentBooking recurring event sync:
How does the FluentBooking integration work for recurring events? Can a single recurring FluentBooking calendar (e.g., weekly group coaching call) be linked to the Journey calendar so it appears automatically for all enrolled participants without manual entry per session?
Q3 — Role-based enrollment vs API enrollment:
When the FluentCRM automation assigns the Client User role, does Client Vault create the WordPress user account automatically if one does not exist?
Q4 — Fluent Forms quiz as step gate:
Can a Fluent Forms quiz be used as a hard gate on a Journey step — i.e., the client cannot mark a step complete or advance until the form/quiz is submitted? How is the submission linked to step progression?
Q5 — Multiple journeys per user:
Can a client be enrolled in more than one Program Journey simultaneously (e.g., a client in Program 1 who later enrolls in Program 2)? Does each role (Program 1 Client, Program 2 Client) give access to its own Journey independently?
Q6 — External data in portal:
Can custom FluentCRM field data (e.g. custom field data) be surfaced within the Client Vault portal — for example, displayed on the client’s Step 1 page as their starting reference data?
Thanks!
Debo
Hi Debo,
Q1 - I didn't quite understand because there are several calendars.
The main calendar for the course
and then the calendar generated by a safeguard. Here you have the choice between the native calendar or another one like Fluent Booking.
In all cases, the participant confirms their participation in the event.
1 - To indicate their presence, which the administrator can check in the tracking and validation tab.
2 - Must indicate their presence to move on to the next step of their course.
Q2 - I think you're still confusing the calendars, or I don't understand at all.
In the main calendar, you can create a recurring event with the same link, but it's the overall native calendar for the course.
Otherwise, if you want Fluent Booking, you can only use it for specific steps within the course.
Q3 - Client Vault only creates users if you import them from Client Vault (manually or as a .csv file).
In your case, you need to add an action to your automation by creating a new WordPress user from the data already present in Fluent CRM. See the screenshot.
With this new data, you no longer need the "Change WP User role" action because it's already integrated into the "Create User WP" action. However, I was advised on using Fluent CRM, and I'm happy to help you further, but only with Client Vault. I can't guarantee support for Fluent CRM. Thank you for your understanding.
Q4 - You must select Fluent Form in the Quiz/Form connector. The Quiz form will appear, and then the user simply indicates that they have completed it (same system as the calendar).
Q5 - A client can absolutely be enrolled in multiple learning paths.
For learning paths, your user must obviously be visible to the vault, which means their role must be validated.
However, this isn't enough for a single learning path. The user must be enrolled manually or automatically in the desired path. Enrollment isn't automatic based on their role.
Q6 - That's not possible. Can you explain how you'd like to use it? Feel free to explain here, and if you'd like, add your feature request to the roadmap.
Dragan Stamenkovic Thanks! Here are clarifications:
For Q1 - Just wanted to confirm if Client Vault can host a workshop, if only for "clients" or "public" and how to set it up. For example, if I want to host a training session/workshop (similar to the one you posted here:
"A free training session is on the way
On top of that, I'll soon be opening a free training to guide you from the very first time you open Client Vault. Where do I start? What are the first steps? ")
Q2, Q3, Q4, Q5 - Understood
Q6 - I have initial contact data that are stored in a fluentcrm custom fields and wondering if I can pull those data into Client Vault Journey steps (via api or webhooks) and display them for example as "Initial Self Diagnosis" step - https://prnt.sc/OfBLc3PBxAiU
Debo Ogunrinde
Of course, it's very simple:
- You create a learning path (you don't have to add steps)
- You add the users you want to include or create an automation based on your strategy
- You add a calendar at level 0 of the learning path, not necessarily within a step (level 1)
- Then you can validate (and monitor) the registrations
- And then, if you want, you can add the replay to the learning path to make it available to everyone.
The training will be released later this month. My schedule is full, and I'm doing my best to get it out quickly.
Before that, there's a great new feature coming tonight, and the complete documentation with images and videos will be available at the end of the week.
Dragan Stamenkovic thank you! Please get some rest!
Dragan Stamenkovic Just curious....was this a typo? - https://prnt.sc/vqhXoFdRbalp
Debo Ogunrinde A big update is coming with lots of cool new features 😃 Available in a few hours