Send contract and create enrollment record after payment
Send contract and create enrollment record after payment
Your checkout completes without a signed contract or enrollment record, stalling onboarding. Send the signature request and create an enrollment row so coordinators can onboard same day.
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Overview
When payments complete, you need signed agreements and an auditable enrollment record before onboarding can begin. This flow sends the contract and logs the enrollment automatically, so coordinators can kick off onboarding the same day.