Add waitlist signups to contact and client records
Add waitlist signups to contact and client records
Your training session signups land without contact or client IDs, leaving enrollment and billing stalled. Create contact and billing-ready client records so follow-up and invoicing occur same day.
Overview
When training requests arrive without client IDs, enrollment and billing teams waste time on manual lookups. This flow captures contacts, creates billing-ready client records, logs the waitlist row, and sends the registrant an email so your team can follow up same day.