Ops coordinators keep member list current from purchases

Operations coordinators miss new members when three-month purchases aren't added, causing onboarding gaps. It tags each purchaser on the members board so onboarding and reporting start correctly.

Overview

Unrecorded purchases create onboarding gaps and unreliable membership reports. This workflow captures every three-month purchase and creates a tagged member record so onboarding starts and reports reflect real membership. Operations leaders get cleaner data, fewer missed enrollments, and faster handoffs to membership teams.

Notable Features

Create member records automatically
Tag three-month plan purchases
Notify operations coordinators instantly