Mark booked coach appointment as funded for new client
Mark booked coach appointment as funded for new client
Your funded client records without a matched coach booking leave coaches without payment context and cause duplicate outreach. Update booking status and notify program coordinators so outreach is aligned same day.
Overview
When a student makes a first purchase, coordinators and coaches need clear payment context to begin onboarding—manual reconciliation creates delays and duplicate outreach. This flow finds the related booking, flips its registration and funding indicators, and alerts coordinators so funded clients are actioned the same day.