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Create contact and family record for new learner

Create contact and family record for new learner

Your course signups often lack guardian or family details, leaving outreach and billing without context. It creates contacts and family records so coordinators can onboard learners same day.

Create contact and family record for new learner

Overview

When course signups arrive without guardian context, onboarding and billing often stall and coordinators lack the information they need. This flow captures learners plus guardian/family records into your CRM so coordinators can start outreach and onboarding the same day.

Create contact and family record for new learner