Link registration to learner and billing contact records
Link registration to learner and billing contact records
Your registration posts arrive without a learner or billing contact, causing lookups and delayed invoices. It links or creates contacts so coordinators see correct associations the same day.
Overview
When registrations arrive without linked contacts, coordinators spend time reconciling records and invoices can be delayed. This flow finds or creates learner and billing contacts and associates them to the registration so enrollment and billing teams have correct records the same day.