Pilates instructors: receive alerts when memberships qualify for review

Pilates instructors miss qualifying membership payments buried in studio inboxes, causing onboarding messages to send with wrong account status. Alerts flag payments so drafts are reviewed.

Overview

Pilates instructors risk sending onboarding communications to the wrong account when membership payments are missed, harming first impressions and client trust. This workflow directs qualifying payments into staff alerts and a review task, ensuring onboarding drafts are verified before outreach and eliminating manual follow-ups.

Notable Features

Notify studio staff on payments
Create onboarding review task
Add payment note to client record