Add new subscribers to membership and client record

Your member signups lacking community access and client records stall onboarding and slow program coordinators. It sends invites and creates the client record so onboarding can start the same day.

Overview

New subscribers often fall through the cracks when community access and client records aren't created automatically. This flow issues invites, grants access, and records the member so program coordinators can begin onboarding and content delivery the same day.