Update member record and send completion notice emails
Update member record and send completion notice emails
Your orientation completions lack consistent account updates, leaving coordinators unsure about release eligibility. It updates records and emails coordinators so releases happen same day.
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Overview
Manual orientation handling slows account releases and creates follow-up friction for program coordinators. This flow enriches the member record, pulls billing status, and dispatches completion notices so membership staff can release accounts the same day.