Update coach record with completion date when signed
Update coach record with completion date when signed
Your completed coach agreements sit untracked after signing, delaying onboarding and billing tasks. Records are updated so coordinators can act same day.
Overview
Signed agreements that never reach the coach database create manual work and slow onboarding and billing. This flow logs completion dates directly into coach records so coordinators can start onboarding and billing the same day, removing manual lookups and handoffs.