Keep onboarding docs flowing for education CEOs and clients

Education CEOs handling new client intake miss sharing onboarding packets, delaying program starts and frustrating families. It grants doc access when forms arrive, letting operations begin immediately.

Overview

Delayed onboarding materials frustrate families and stall program starts for small education providers. This workflow links each enrollment form to document sharing and notifications so operations and new clients get materials immediately, eliminating manual file transfers and preventing onboarding delays.

Notable Features

Grant onboarding document access instantly
Create centralized client onboarding record
Notify operations and new clients