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Create onboarding task and member access from signup

Create onboarding task and member access from signup

Your mentoring form lacks fulfillment steps, leaving buyers unassigned and billing incomplete. Members are enrolled and onboarding tasks created so coordinators can begin fulfillment same day.

Create onboarding task and member access from signup

Overview

When a paid mentoring signup comes through your form, fulfillment often stalls because owners must manually enroll members and update records. This flow captures the buyer, notifies the team, creates the onboarding task, and enrolls the member so coordinators can start fulfillment same day.

Create onboarding task and member access from signup