Business owner: ensure trainee onboarding and records ready

Business owners miss pre-course documents and access, leaving trainees unprepared and records incomplete. Message sequences and admin alerts ensure trainees receive materials and flag missing signatures.

Overview

Missed pre-course materials leave trainees unprepared and create administrative headaches. This workflow sequences onboarding messages, flags missing signatures, and updates records so trainees receive required access and staff resolve gaps before class starts. Customers report faster handoffs and zero missed follow-ups.

Notable Features

Send scheduled onboarding messages
Alert admins for missing signatures
Update trainee records across systems