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Create coach follow-up submission for new pending members

Create coach follow-up submission for new pending members

You get membership events without a scheduled coach meeting, delaying first-session prep. It creates follow-up submissions so coaches can schedule meetings same day.

Create coach follow-up submission for new pending members

Overview

When membership events arrive without a scheduled coach meeting, onboarding slips and new members arrive unprepared. This flow creates follow-up submissions and routes them to coordinators so coaches can book first sessions same day.

Create coach follow-up submission for new pending members