Create participant onboarding records and notify program team
Create participant onboarding records and notify program team
Your sign-ups lack participant or location context, leaving coaches and billing unable to schedule. Receive complete onboarding records and team alerts so scheduling and billing happen same day.
Overview
Manual intake creates slow handoffs between program coordinators, coaches, and billing; this flow captures form submissions as structured onboarding records and contact entries, then sends scheduling messages automatically. Your team gets complete participant data and notifications the same day, so scheduling and invoicing start without manual re-entry.