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Create client folder and assign sharing task to owner

Create client folder and assign sharing task to owner

Your client bookings arrive without folders or access requests, delaying coach prep and onboarding. Folders are ready and a sharing task is assigned so coordinators can grant access before the session.

Create client folder and assign sharing task to owner

Overview

When a client books a mentoring session, coordinators shouldn't scramble to provision files or request access. This flow creates the client folder and assigns a sharing task within minutes, so program coordinators can prepare materials before the session.

Create client folder and assign sharing task to owner