Skip to content
Log inSign up
Templates
Create client placeholders when tag added for scheduling

Create client placeholders when tag added for scheduling

Your clients tagged for a training plan sometimes lack accounts, delaying plan assignment. This creates placeholder records so coordinators can assign plans and schedule onboarding same day.

Create client placeholders when tag added for scheduling

Overview

When members are flagged for an upcoming training plan but lack active accounts, onboarding stalls and coordinators spend time creating records manually. This creates placeholder client records automatically so your program coordinators can assign plans and schedule onboarding same day.

Create client placeholders when tag added for scheduling