Apply onboarding coupon to trial subscriptions for partners

Your trial subscriptions often arrive without advisor billing context, leading to incorrect pricing or missed discounts. The workflow applies the proper coupon so billing is accurate within six hours.

Overview

When advisors grant client access, subscription discounts and plan assignments are often missed, creating manual billing work and last-minute credits. This flow guarantees eligible trials get the correct monthly plan and coupon within six hours, so billing staff see accurate invoices ahead of the first charge.