Create parent portal accounts and assign packages for clients
Create parent portal accounts and assign packages for clients
Your intake submissions lack parent accounts and package assignments, forcing admins to create usernames and update records manually. Enable access and billing-ready memberships the same day.
Overview
When intake data doesn't produce parent accounts, admins waste hours creating usernames and updating records, and families miss timely access. This flow centralizes normalization, account creation, package assignment, and notifications so program coordinators can provision access and inform families the same day.