Enroll new member bookings into coaching onboarding flow
Enroll new member bookings into coaching onboarding flow
Member bookings miss enrollment, leaving coordinators without intake and sessions underprepared. Enroll members at booking so coordinators get intake context same day.
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Overview
If member bookings aren't funneled into your coaching workflow, coordinators scramble to gather intake and sessions start unprepared. This flow enrolls bookings into the onboarding workflow within minutes of booking, giving coordinators intake context and next steps same day.