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Create client record and send gift access emails

Create client record and send gift access emails

Gift purchases arrive without client records or links, causing manual onboarding work. The recipient is added to your client list and both buyer and recipient get access emails same day.

Create client record and send gift access emails

Overview

Stop manual onboarding for gift purchases and eliminate lookup delays by turning each form entry into a client record with a referral link. Program coordinators receive access-ready users and both purchaser and recipient get confirmation emails the same day.

Create client record and send gift access emails