Training operations: create or update client profiles and enrollments
Training operations: create or update client profiles and enrollments
Operations coordinators miss enrollments when paid orders don't provision accounts, delaying program access. This ensures trainers can grant access and schedule sessions without manual onboarding.
Overview
Operations coordinators risk frustrated trainees and scheduling gaps when paid orders don't provision accounts. This workflow creates or updates client profiles and enrolls purchasers into the right programs, eliminating manual onboarding and ensuring trainers can grant access and schedule sessions quickly.
Notable Features
- Create or update client profiles
- Enroll purchasers into correct programs
- Alert trainers with access details