Send welcome SMS after deposit paid to member
Send welcome SMS after deposit paid to member
New member deposits in your CRM leave coaches unsure who to prep for sessions. Send an instant welcome SMS so coaches can start onboarding before the first session.
Overview
When a deposit posts, your coaches need immediate confirmation so they can prepare for a new member's first session. This flow turns a CRM stage change into a welcome SMS within minutes, ensuring onboarding starts the same day and reducing manual outreach.