Send onboarding email and internal alert for premium sales
Send onboarding email and internal alert for premium sales
Your qualifying premium invoices can leave onboarding blind to new customers and delay scheduling. Send the scheduling email and alert coordinators immediately so sessions start within minutes.
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Overview
Stop manual handoffs and ensure every premium purchase enters your onboarding flow. Within minutes of invoice creation, customers receive scheduling instructions and coordinators get a clear heads-up so sessions begin without delay.