Business owners: ensure new customers get Advisor Basic access
Business owners: ensure new customers get Advisor Basic access
Business owners risk leaving buyers without membership access, causing support tickets. This grants Advisor Basic to qualifying buyers so new members get access and ops avoid duplicates.
Overview
Manual membership provisioning creates support tickets and duplicate charges that strain operations. This workflow grants Advisor Basic to qualifying purchasers and logs each transaction, giving business owners faster handoffs, fewer duplicate memberships, and reliable member access.
Notable Features
- Grant Advisor Basic memberships instantly
- Check for existing membership records
- Notify operations and new members