Send segmented payment alerts and update tracking sheet

Incoming payments arrive without routing or context, leaving coordinators unsure which purchases need onboarding. Real-time alerts and tracker updates make onboarding and billing start same day.

Overview

When a client pays, your small coaching team needs context and a reliable handoff to start onboarding and reconcile billing. This flow sends segmented payment alerts to the right channel and updates your tracker so coordinators can act the same day.