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Create onboarding task and trackers for new students

Create onboarding task and trackers for new students

Enrollment webhooks without structure leave coaches without task context or billing readiness. It creates an onboarding task, subtasks, and a tracker so you can start onboarding and payments same day.

Create onboarding task and trackers for new students

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Overview

Manual onboarding entries slow your coordinators and delay billing; this flow turns each enrollment webhook into an actionable task, subtasks, and a student tracker. Program coordinators and coaches get a ready-to-work item and tracker within minutes, enabling same-day onboarding and payment processing.

Create onboarding task and trackers for new students