Easy onboarding flow
For the online only coaches, a seamless onboarding flow would be ideal. I know you can send a welcome email when a new client is added, but I mean something better than that. The PDF resources you can attach to the email are limited and not that large of files. What would be great to have all in one platform:
a whole seperate tab in master libraries "onboarding" where you can link PDF resources, give them their next steps and a "welcome" message, and be able to send it directly in the app to the client profile. (at no extra cost) this app is almost close to perfect, with the new check in forms being a game changer, I think one more ideal add on would be a tab for onboarding flow
1
vote
Caitlin Massaro
shared this idea