E-learning founders: stop funded students being unassigned

Founders in e-learning see funded clients unassigned, causing missed coaching bookings and reconciliation gaps. Alert the operations lead so mappings get fixed before follow-up and bookings reconcile.

Overview

Unassigned funded clients lead to missed coaching sessions and reconciliation headaches that harm student experience. This workflow notifies your operations lead and creates reconciliation tasks so coach mappings are fixed before follow-up. The result is faster resolution, zero missed follow-ups, and cleaner booking records.

Notable Features

Notify operations lead immediately
Flag unlinked funded client records
Create reconciliation task for bookings