Health coaches keep program start and expire dates accurate

Health coaches submitting enrollments risk miscalculated program windows and missed sessions. This workflow writes start and expire dates at submission, giving coaches accurate schedules.

Overview

Missed or incorrect program dates disrupt client adherence and billing. This workflow calculates and writes start and expiration dates when enrollments arrive, eliminating manual date mistakes so coaches focus on client care; coaches report fewer scheduling errors and smoother handoffs to billing.

Notable Features

Calculate program start and expiration
Update client records with dates
Notify coaches of updated timelines