Update member records and save cover photos to storage
Update member records and save cover photos to storage
Your client records miss photos and contract status, delaying onboarding and billing. Get files and profile fields updated automatically so coordinators can act same day.
Overview
Missing photos and contract flags slow onboarding and cause manual follow-up for coordinators and billing. This workflow captures updated profile fields and stores cover photos automatically, giving coordinators complete client files to act on the same day.