Create VIP sub-account and admin user for new members

Your VIP tag in CRM can miss provisioning, leaving learners without access. It provisions accounts, creates admin users, and updates member records so access and billing are ready same day.

Create VIP sub-account and admin user for new members

Overview

When a VIP tag is applied in your CRM, this flow removes manual setup bottlenecks by provisioning the sub-account, admin user, and billing customer automatically. The result is learners getting access and billing reconciled same day, cutting onboarding friction for operations and program coordinators.

Create VIP sub-account and admin user for new members