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Create member record and notify team on payment

Create member record and notify team on payment

Your joining-fee payments sometimes lack a recorded member, stalling onboarding. Record cleared payments into your member table and alert coordinators so onboarding starts same day.

Create member record and notify team on payment

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Overview

When a joining fee clears, you need member info recorded and the right people alerted so onboarding doesn't stall. This flow turns each cleared payment into a member record and pings coordinators, enabling same-day onboarding and fast payment-plan setup.

Create member record and notify team on payment