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Create access pass member items from order rows

Your online order rows don't create member records, leaving access pass buyers untracked and onboarding delayed. The board stays current so coordinators complete onboarding the same day.

Create access pass member items from order rows

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Overview

When order rows don't populate your member board, coordinators manually chase buyers and onboarding slips. This flow creates board items from order rows and logs each send so coordinators can complete onboarding the same day.

Create access pass member items from order rows