Add purchased clients to purchase tracking table same-day
Add purchased clients to purchase tracking table same-day
New group additions aren't recorded in your purchase tracker, causing onboarding gaps for program coordinators. It adds or updates purchase records so staff can start onboarding the same day.
Overview
When members are added to configured client groups, onboarding stalls if records aren't created. This workflow captures those additions into your purchase table and updates records immediately, so coordinators can start onboarding and scheduling the same day.