Log new team subscriptions to central tracking sheet
Log new team subscriptions to central tracking sheet
New practice and team subscriptions arrive untracked, forcing manual reconciliation and slowing onboarding. Recording each subscription and alerting coordinators speeds activation the same day.
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Overview
When team subscriptions aren't logged centrally, coordinators spend hours reconciling purchases and onboarding gets delayed. This flow captures every qualifying subscription into a single worksheet and alerts coordinators so activations and onboarding can begin the same day.