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Send welcome email and update onboarding records for paid customers

Your paid onboarding stalls when payments aren't linked to candidate records or TOS isn't delivered. Send welcome docs and update records so coordinators can start fulfillment same day.

Send welcome email and update onboarding records for paid customers

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Overview

When payments clear, your admissions team needs accurate records and the welcome packet immediately, otherwise onboarding stalls and staff spend time chasing paperwork. This flow sends the welcome materials and updates candidate records automatically so coordinators can begin fulfillment within minutes.

Send welcome email and update onboarding records for paid customers