For business owners: enable contact button when onboarding done
For business owners: enable contact button when onboarding done
Onboarding coordinators miss outreach when practitioner records aren't set ready, causing onboarding delays and missed sessions. So coordinators can email practitioners right away.
Overview
Missed outreach creates onboarding delays and interrupts service delivery. This workflow flips the contact-email button as records complete, removing manual toggles so onboarding coordinators reach practitioners immediately and avoid missed follow-ups.
Notable Features
- Enable contact button on records
- Verify required onboarding fields
- Notify coordinators when enabled