Create onboarding record and send welcome email to member
Create onboarding record and send welcome email to member
Intake form responses aren't recorded centrally, leaving coordinators without client context. You get structured onboarding records and instant welcome emails so teams are ready before the first session.
Overview
New client sign-ups often sit untracked, delaying scheduling and client outreach. This flow captures each intake into a single onboarding record, sends a welcome email, and alerts your team so coordinators can act within minutes before the first session.