Add new purchase to purchases sheet and notify coordinator
Add new purchase to purchases sheet and notify coordinator
Your enrollment orders aren't logged centrally, so coordinators must search for purchaser details. Capture qualifying purchases to a shared sheet and notify your coordinator for same-day enrollment.
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Overview
Unlogged enrollments create onboarding friction and delay access delivery; this flow captures qualifying purchases into a shared worksheet and emails the coordinator so enrollments are actioned. That means program coordinators and billing can complete enrollment and reconciliation the same day.