Invite new client to onboarding course and community

You add clients in your training platform but still invite them manually to the course and community, causing onboarding delays. This enrolls clients so onboarding tasks can start same day.

Invite new client to onboarding course and community

Overview

New client records too often stall at manual invites, slowing onboarding and confusing trainers. This flow ensures every new client receives course access and a logged enrollment so program coordinators can start onboarding work the same day.

Invite new client to onboarding course and community