Attach questionnaire to client record and alert team
Attach questionnaire to client record and alert team
Your intake questionnaires miss the client context, delaying coach prep. Responses are attached to the client record and a team notification posts so coordinators can act same day.
Overview
When intake forms land without client context, coaches scramble and sessions start underprepared. This flow attaches questionnaire responses to the client record and alerts coordinators, enabling same-day preparation and reducing last-minute follow-ups.