Business owners: Ensure student milestone check-ins are scheduled promptly

Business owners see student milestones go unnoticed, causing missed check-ins. This creates a progress task and comment so operations staff can schedule milestone check-ins.

Overview

Missed milestone check-ins disrupt student progress and frustrate families. This workflow turns every milestone into a tracked progress appointment and contextual comment so operations staff can schedule check-ins reliably. Operations teams report faster handoffs and more consistent student records after deploying similar automations.

Notable Features

Create progress appointment tasks
Add milestone comments to records
Assign tasks to operations staff