Add paid checkout customers to onboarding follow-up list
Add paid checkout customers to onboarding follow-up list
Your paid bookings arrive without a structured contact record, delaying outreach and class scheduling. It adds member details and launches welcome outreach so coordinators can onboard them same day.
Overview
Paid signups should flow straight into your member onboarding pipeline rather than sit in an inbox. This flow captures the purchaser, normalizes contact data, logs the sale, and triggers a welcome sequence so coordinators can convert and onboard members same day.