Create new client and onboarding tasks for members
Create new client and onboarding tasks for members
You receive new memberships without client records or intake tasks, causing coach prep gaps and extra admin work. It creates the client and onboarding tasks so coaches can act before the first session.
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Overview
New memberships often arrive without client records or intake work, which slows coaches and creates manual handoffs. This flow provisions the client and launches a full onboarding checklist so coaches and coordinators can be session-ready within minutes and complete a scheduled check-in before the next milestone.