Keep operations member lists current from single payments
Keep operations member lists current from single payments
Operations coordinators miss one-time payment registrations when transactions aren't recorded, causing missed enrollments and communication gaps. So coordinators get accurate participant lists.
Overview
Operations coordinators risk missed enrollments and fulfillment problems when one-time payments aren't captured. This workflow writes each payer into the right product spreadsheet and alerts coordinators, eliminating missed enrollments and enabling timely participant communications.
Notable Features
- Add customers to correct spreadsheets
- Filter out recurring payment transactions
- Notify operations coordinators of enrollments