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Create client record and send waiver after payment

Create client record and send waiver after payment

Your paid memberships often land without an intake record, leaving client setup and required waivers untracked. Capture the client, send the waiver, and log the purchase within minutes.

Create client record and send waiver after payment

Overview

When members pay, onboarding should start automatically rather than waiting for manual entry. This flow creates a client record, sends the required waiver, and logs the purchase so intake staff can act within minutes.

Create client record and send waiver after payment