Automatically Assign a Default Pathway After Sign-Up
Hugo Alberts
When a new client account is created, give practitioners the option to automatically assign a default pathway.
Why it matters:
- New clients can start engaging with content right away.
- Streamlines onboarding and reduces manual setup.
- Ensures a consistent, branded first experience for all clients.
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Stefan Bauer
Merged in a post:
Automation Features : When a client is added than send this program/activity
K
Kenza Pace
This option can help to send automatic intake forms completion requests to new clients
G
Gijs VAN BREUGEL
That would be a logical next in the client journey