Business owners enroll new clients into selected training plans
Business owners enroll new clients into selected training plans
Business owners getting New Standards Setup forms miss provisioning, delaying onboarding. Enrollments add selected programs and add-ons so clients start plans promptly.
Overview
Missed program provisioning stalls onboarding and forces coaches into manual work. This workflow routes every New Standards Setup submission into provisioning, preventing missed enrollments and ensuring clients begin assigned plans promptly, so operations can focus on high-value onboarding.
Notable Features
- Enroll clients into chosen programs
- Add selected add-ons to accounts
- Alert coaches and ops on enrollment