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Update client record for new paid community subscription

Update client record for new paid community subscription

Your client records fall out of sync when community memberships change, causing missed onboarding and billing gaps. Keep client entries updated so customer success can act on purchases same day.

Update client record for new paid community subscription

Overview

When paid community purchases don't land in your client database, onboarding stalls and billing can be delayed. This flow updates client records and surfaces payment context so customer success can act on purchases same day.

Update client record for new paid community subscription