Notify coach and client when coach assignment occurs

You assign a coach in your CRM but coaches often lack student context, causing missed prep and fragmented onboarding. Notify coaches and email students with profile links so coaching can start same day.

Notify coach and client when coach assignment occurs

Overview

If coach assignments travel across spreadsheets and inboxes, onboarding delays and missed prep become routine. This flow delivers coach-ready context and a student-facing welcome email within minutes, so coaches can begin support the same day and coordinators keep a clean audit.

Notify coach and client when coach assignment occurs