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Overview

Welcome Emails send the next step immediately after checkout. They work across service types and can point customers to onboarding links, forms, downloads, bookings, or anything else they need after purchase.

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What to Send

Use the Welcome Email for the first practical next step after checkout:
  • Booking link or scheduling instructions
  • Zoom link, location, or first-session instructions
  • Intake form, waiver, questionnaire, or external form link
  • Program onboarding steps
  • Community, portal, or app invite instructions
  • What happens next and when the customer will hear from you

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What the Welcome Email Handles

The New Purchase email handles the payment record, agreed terms record when Terms of Service is enabled, and digital download link when Digital Download is enabled. The Welcome Email handles onboarding and next steps. Use the Welcome Email to send the customer from checkout into the next part of your service. Keep payment records, receipts, and download delivery in the New Purchase email. For feature details, see Service Features. For the full customer checkout sequence, see Customer Purchase Flow. Last updated: 2026-06-26