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Create new enrolment item and update client records

Create new enrolment item and update client records

Your enrolment form submissions arrive untriaged, delaying coach assignment and billing setup. It creates onboarding tasks and syncs CRM and billing records so coordinators act same day.

Create new enrolment item and update client records

Overview

When enrolment forms pile up, program coordinators and billing staff lose hours to manual entry and slow handoffs. This flow turns each submission into a ready intake item and synced CRM/accounting records so coordinators can start onboarding and coach allocation the same day.

Create new enrolment item and update client records