For wellness owners: assign coach tasks from check-ins

Coaches let client check-ins pile up, causing missed follow-ups and weaker retention. This creates prioritized coach tasks on each form submission with a 48-hour due card so coaches follow up promptly.

Overview

Missed check-ins cost client momentum and retention for wellness businesses. This workflow turns every weekly submission into a prioritized, due-in-48-hours coach task with notifications and a visible record, eliminating missed follow-ups and ensuring timely client touchpoints.

Notable Features

Create prioritized coach tasks
Set 48-hour due dates
Send coach notifications immediately