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Create onboarding tasks and billing subtasks from forms

Create onboarding tasks and billing subtasks from forms

New account application forms often leave onboarding steps unassigned, delaying client access and billing setup. Your coordinators complete setup and billing before the first session.

Create onboarding tasks and billing subtasks from forms

Overview

Unprocessed account requests create delays in client access and revenue recognition. This flow converts each submitted form into an assigned onboarding task with billing subtasks, so setups and invoice preparation happen within 48 hours.

Create onboarding tasks and billing subtasks from forms