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Keep wellness training purchases logged for ops reporting

Operations managers in wellness miss attendee and referral details when training orders aren't logged. It logs each training purchase to a central sheet so ops can fulfill attendees and reconcile.

Keep wellness training purchases logged for ops reporting

Overview

Unlogged training orders create fulfillment gaps and messy reporting for wellness operations. This workflow captures every purchase in a central sheet, eliminating missed attendees and giving ops clean, reconciled records so managers can focus on delivery rather than data cleanup.

Notable Features

  • Log each purchase as a row
  • Extract attendee and referral info
  • Notify ops of new enrollments

Keep wellness training purchases logged for ops reporting