Get parents portal logins and access details before start

Operations coordinators miss sending portal logins, leaving enrollments incomplete. Scheduled reminders deliver credentials at pre-start, so parents access the portal and complete required forms before start.

Overview

Missing portal logins creates incomplete enrollments and extra manual follow-ups for operations. This workflow delivers credentials at the right pre-start milestone, ensuring parents access the portal and required forms are completed, while ops see delivery status and exceptions for quick resolution.

Notable Features

Send login details on schedule
Personalize messages with parent and child names
Update enrollment records after delivery