Business owners: ensure instant client course enrollment and streamline onboarding
Business owners: ensure instant client course enrollment and streamline onboarding
Business owners adding new client records face enrollment errors that delay access and frustrate coaches. Instant enrollment invites grant course access so coaches onboard without manual steps.
Overview
Onboarding delays frustrate coaches and risk client engagement. This workflow enrolls new clients into your course community and notifies coaches, removing manual enrollment steps and preventing missed access. Teams report faster handoffs and fewer enrollment errors.
Notable Features
- Send enrollment invites on record creation
- Add client to course roster
- Notify coaches of new enrollments