Update member tracking sheet for three month purchases
Update member tracking sheet for three month purchases
Your three-month purchases arrive missing enrollment dates in the tracker, delaying coordinators and billing. The sheet is updated with purchase date and plan details so the team can onboard members same day.
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Overview
When three-month purchases arrive without enrollment dates, coordinators and billing waste hours reconciling records. This flow writes purchase dates and plan details directly into your tracker, enabling same-day onboarding and cleaner weekly reconciliation.