Keep business owners' membership ledger accurate and current

Business owners lose ledger entries after new contracts, causing onboarding gaps. Create ledger records from each contract so operations begin onboarding and reports reflect active members.

Overview

Missing or duplicated member records create onboarding gaps and unreliable reports that frustrate operations and stall new-member activation. This workflow ensures every signed contract becomes a ledger entry, preventing missing or duplicate members so operations start onboarding promptly and leadership sees accurate active member counts.

Notable Features

Create membership ledger records on contract creation
Prevent duplicate member records before creation
Notify operations to kick off onboarding