Create coaching prep documents and attach to client record
Create coaching prep documents and attach to client record
Your coaching roster often lacks prep documents, leaving coaches without session context. Prepared templates and short links appear on the client record for coach review ahead of sessions.
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Overview
If your coaching program depends on manual document prep, sessions start with inconsistent materials and coaches scramble to prepare. This flow generates templated prep documents and branded short links as soon as a roster row signals creation, so program coordinators and coaches have standardized materials available ahead of each 1:1.