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Create membership record from new customer payment event

You receive payments without membership records, causing status and billing gaps. This creates member profiles automatically so coordinators can activate benefits and reconcile payments the same day.

Create membership record from new customer payment event

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Overview

When payments arrive without member records, coordinators chase missing data and activations stall. This flow captures each completed payment into your membership hub, assigns a tier, and enables same-day activations and cleaner reconciliation.

Create membership record from new customer payment event