Send trainer alert when client joins a group
Send trainer alert when client joins a group
Your client group additions lack person-level alerts, leaving trainers unsure which attendees need prep. Get instant, context-rich DMs so trainers can prepare before the next session.
Overview
Client assignments that don't reach trainers create prep gaps and wasted time. This workflow routes group and client context into the trainer's inbox as a DM, so staff can act within minutes and avoid manual lookups before the next session.