Business owners: alert coordinator on each package purchase

Operations coordinators miss new package purchases in payment feeds causing onboarding delays and unscheduled lessons. Alerts deliver client and package info so coordinators schedule lessons promptly.

Overview

When purchase alerts don't reach coordinators, onboarding stalls and lessons go unscheduled. This workflow routes purchase details to the assigned coordinator and creates a scheduling handoff, eliminating manual lookups and protecting the onboarding experience. Operations teams report faster handoffs and far fewer missed assignments.

Notable Features

Send coordinator purchase alerts instantly
Include full client and package details
Route alerts to assigned coordinator