Add new subscribers to roster and send invites
Add new subscribers to roster and send invites
Your new subscriptions lack roster entries, leaving trainers without client context. It captures the signup, adds a roster row, sends welcome email and invites so clients are onboarded same day.
Overview
When paid subscriptions don't reach your roster, trainers start sessions without client context and onboarding stalls. This workflow captures each subscription, creates or updates the roster entry, sends a welcome email, and issues an onboarding invite so new clients are ready the same day.