Create customer record and payment link from contact

Your contact records lack payment setup, slowing enrollment calls and forcing payment creation. Get customers and payment links pre-created so you can close payments during the call same day.

Overview

When updated contacts still need payment setup, enrollment calls stall and follow-ups multiply. This flow pre-creates the customer record and hosted payment link, attaches it to the contact, and prepares an email draft so your sales owners can collect payment during the call same day.