Add course progression tag and update client record
Add course progression tag and update client record
Your course progress tags and client records can fall out of sync, leaving coaches without up-to-date member status. Keep records updated so coordinators and coaches see chapter status within minutes.
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Overview
When members advance through course chapters, admin gaps slow down coaching and hurt momentum. This flow keeps subscriber tags and client records aligned automatically, giving coaches accurate chapter status within minutes for faster, contextual outreach.