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Create onboarding ticket when join fee is paid

Create onboarding ticket when join fee is paid

Your join-fee payments arrive without structured context, blocking onboarding coordinators from starting account setup. It files a ticket with payment and payer details so onboarding begins same day.

Create onboarding ticket when join fee is paid

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Overview

Join-fee payments are a trigger point for onboarding — this flow converts each successful checkout into a staffed ticket that includes payer and payment context. Onboarding coordinators receive everything they need to begin setup and compliance checks the same day, reducing manual handoffs and delays.

Create onboarding ticket when join fee is paid