Health and wellness: grant coach portal access after contract

Coaches lose portal access when signed-contract flags aren't processed. This triggers portal submissions from contact updates so coaches gain access and ops skip manual enrolls.

Overview

Missed portal enrollments frustrate coaches and stall program starts in health and wellness organizations. Connecting contract flags in your CRM to portal submissions ensures coaches gain access and onboarding avoids manual enrollment handoffs. Product leaders cut down support handoffs and keep onboarding flowing smoothly.

Notable Features

Create portal submission on update
Notify onboarding coordinators and coaches
Prevent manual enrollment steps