About this workflow

With this workflow, the coachee immediately receives all the information and a warm welcome. Once the invitation is accepted, an onboarding session is automatically assigned, the correct program is added, and a personal welcome message is sent. This eliminates manual steps and ensures the coachee immediately feels welcome and prepared.

Main benefits:

• Onboarding The coachee starts the process without delay.
• Program The correct route will be added immediately.
• Welcome message Every coachee feels welcome from the very first moment.
• Seamless Everything is arranged from one central location.

This workflow combines onboarding, programming, and communication into one smooth launch. This way, every coachee immediately feels welcome and well-prepared.