Send membership document and payment link to member
Send membership document and payment link to member
Your approved memberships lack signed paperwork and payment links, delaying enrollment and blocking billing. Send the document and payment link to members same day so coordinators can finish onboarding.
Overview
Manual paperwork after an approval clogs onboarding and forces billing follow-ups; your coordinators waste time chasing signatures and payments. This flow creates the membership document, issues a signing and payment link, and emails the member so onboarding and payment collection happen the same day.