Create public advisor profiles and update onboarding records
Create public advisor profiles and update onboarding records
New advisor signups often lack a published web profile, so prospects can't discover or book them. Publish profiles and update member onboarding data so coordinators can enable bookings same day.
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Overview
When new advisors sign up, public visibility and bookings stall if profiles aren't published. This flow publishes a public profile, updates the member record, and logs the advisor for operations so prospects can discover and book advisors same day.