Send new paid client alert to onboarding channel

Your paid registrations arrive without an onboarding cue, delaying account setup and welcome messages. The workflow notifies your coordinators so they can complete setup and welcome clients same day.

Send new paid client alert to onboarding channel

Overview

When a client pays, coordinators must act fast to set up accounts and deliver pre-course materials; manual handoffs create delays and poor first impressions. This workflow pushes a clear, formatted alert to your onboarding channel within minutes so setup and welcome messaging happen same day.

Send new paid client alert to onboarding channel