Add approved course purchases into client database sheet
Add approved course purchases into client database sheet
Approved course purchases arrive without consistent client records, causing billing delays. Add and format each purchase to your client sheet so teams can onboard and bill same day.
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Overview
When purchases don't produce clean client records, billing and onboarding slow and coordinators waste time cleaning data. This flow captures each approved purchase, formats key fields, and writes a single, ready-to-use client row so your team can onboard and bill same day.