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Create client records and notify coaches for onboarding

Create client records and notify coaches for onboarding

Form signups lack client records and calendar events, leaving coaches unprepared. It builds client profiles, updates your tracker, and schedules the program end so teams act same day.

Create client records and notify coaches for onboarding

Overview

When form signups arrive without records, onboarding stalls and coaches scramble. This flow captures signups into your client roster, provisions training profiles, and schedules wrap events so coaches and clients receive welcome communication the same day.

Create client records and notify coaches for onboarding