Add course purchasers to CRM with scheduled class dates
Add course purchasers to CRM with scheduled class dates
Your course bookings arrive without attendee or schedule context, causing manual data entry and missed confirmations for program coordinators. Capture contacts and class dates so staff can confirm attendance same day.
Overview
When paid course orders skip contact capture, coordinators waste hours reconciling attendees. This flow converts paid orders into complete student and buddy profiles with scheduled class dates, letting enrollment teams confirm attendance same day and cut manual entry.