For e-learning founders: mark bookings as funded and registered

Founders in e-learning lose coach conversions when funded clients don't update booking status. This workflow flags bookings as Registered and Funded so ops can follow up promptly.

Overview

E-learning founders risk missed coach conversions and poor learner engagement when bookings don't reflect funded status. This workflow ensures every funded client flips booking records to Registered and Funded and routes exceptions to ops, transforming handoffs so scheduling and operations follow up promptly. The result is cleaner handoffs, fewer missed follow-ups, and more reliable coach conversions.

Notable Features

Mark bookings as Registered and Funded
Match new clients by email
Notify ops on unmatched records