Add paid program signups to master client spreadsheet
Add paid program signups to master client spreadsheet
Your paid class confirmation emails arrive untracked, causing missed commission entries and delayed client follow-up. Capture and normalize each signup into your master client sheet for same-day reconciliation.
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Overview
Stop losing commission entries and wasting time on manual row entry—this flow captures paid signup details from confirmation emails and writes them into your master client sheet automatically. That means same-day reconciliation, cleaner records for follow-up, and fewer missed payouts.