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Create personal welcome links and log new registrations

Create personal welcome links and log new registrations

Your registration webhooks arrive without welcome links, delaying onboarding and increasing manual follow-up. It creates and logs a welcome link so coordinators can grant access same day.

Create personal welcome links and log new registrations

Workflow preview:

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Overview

Manual welcome-link creation delays member access and burdens onboarding coordinators. This flow automatically requests a personal link from your provider and records it centrally so coordinators can grant access same day and reduce follow-up.

Create personal welcome links and log new registrations