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Create participant record and intake file for coaching

Create participant record and intake file for coaching

Your coaching signups sometimes go unrecorded, leaving coordinators short on participant info. This captures qualifying signups and creates intake files so materials are ready before sessions.

Create participant record and intake file for coaching

Overview

When coaching signups sit unrecorded, coordinators lack the context to prep and onboarding gets delayed. This flow captures qualifying submissions, creates intake files, and places them in the participants folder so materials are ready before the first session.

Create participant record and intake file for coaching