Add new clients to onboarding groups and programs
Add new clients to onboarding groups and programs
New client profiles without group enrollment leave coaches without rosters and delay welcomes. Enrolls clients into onboarding groups and starter plan so they get schedule and welcome info same day.
Overview
Avoid last-minute scrambling by making sure new clients land in the right rosters and programs automatically. Program coordinators and coaches get accurate lists and clients receive scheduling and welcome details the same day.