Alert location teams when kickoff BHA form is missing

Operations coordinators miss BHA forms for kickoffs, risking unprepared intake. It alerts location inboxes and training leads for kickoffs in two days missing a BHA so staff can prompt clients.

Overview

Missed BHA forms leave operations staff scrambling and risk unprepared client intake. This workflow routes alerts for imminent kickoffs missing a BHA to location inboxes and training leadership so staff can prompt clients and complete intake, leading to fewer last-minute cancellations and smoother session readiness.

Notable Features

Flag kickoffs missing BHA forms
Notify location inboxes and training leads
Create follow-up tasks for staff