Invite signed clients to community and mailing list
Invite signed clients to community and mailing list
Your signed agreements go unprocessed, delaying onboarding and course access. You get clients invited and added to onboarding lists automatically, so coordinators can start setup same day.
Overview
Signed agreements should kick off onboarding, but manual invites create delays and inconsistent experiences. This flow turns completed agreements into immediate community invites and onboarding subscribers, letting coordinators begin setup the same day.