Keep client onboarding records accurate for student success

Student success coordinators miss prep when onboarding calls aren't logged, harming learner experience. This creates or updates the central onboarding record from bookings, so staff arrive prepared.

Overview

Missed or out-of-date onboarding logs create poor first impressions and chaotic handoffs for student success. Connecting bookings to your central client log keeps records current from every booking, so staff arrive prepared and manual record updates disappear.

Notable Features

Create or update client records
Notify student success staff
Format booking times and details