For coaching businesses: Keep intake links on student records

Coaching coordinators miss prefilled intake links on updated student contacts, delaying onboarding. Append intake links to contacts so coordinators start onboarding with accurate student info.

Overview

Missing intake links slow onboarding and create extra correction work for coordinators. This workflow appends personalized, prefilled intake-form links to updated student contacts so coordinators begin onboarding with accurate student information, eliminating manual URL assembly and preventing onboarding bottlenecks.

Notable Features

Add prefilled intake-form links
Populate student contact records
Reduce manual link assembly