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Send membership confirmation email and update roster spreadsheet

You get membership payments and must send entry instructions to attendees to prevent confusion. The workflow emails buyers and marks the roster so coordinators confirm access same day.

Send membership confirmation email and update roster spreadsheet

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Overview

When paid invoices don't trigger onboarding, coordinators scramble and attendees lose timely access. This flow emails buyers with entry instructions and marks the roster automatically so coordinators can confirm access the same day.

Send membership confirmation email and update roster spreadsheet