Skip to content
Log inSign up
Templates
Create trial purchase records and expiry dates for buyers

Create trial purchase records and expiry dates for buyers

Your trial purchases lack a central record, causing missed expirations and manual onboarding. Save buyer contact and expiry so coordinators can onboard and bill the same day.

Create trial purchase records and expiry dates for buyers

Overview

Untracked trial purchases create manual work and missed expirations; this workflow centralizes buyer data and calculates a 31-day end date so coordinators always see when access ends. That means onboarding and billing can happen reliably the same day.

Create trial purchase records and expiry dates for buyers