Project managers keep member check-ins updated instantly
Project managers keep member check-ins updated instantly
Project managers miss check-in form responses, leaving front-desk and trainers without current attendance and intake details. That ensures staff see updated attendance and intake quickly.
Overview
Project managers lose critical visibility when check-ins slip through, leaving front-desk and trainers without accurate attendance and intake. This workflow attaches each submission to the member's card and moves the card to Checked In, removing manual handoffs so staff begin sessions with complete intake and accurate attendance, preventing missed follow-ups.
Notable Features
- Attach form replies to cards
- Move member cards to Checked In
- Notify front-desk and trainers