Education & Training demo
Owner viewTrack enrollment, tuition collection, attendance, and program completion.
Program readiness
91%1 watch
Attendance
91%
Tuition plans
97%
Enrollments: 42 studentsCourses: 12 coursesPayment Schedule: 97% collectedAttendance rosterProgress noteTuition planFamily update
Education & Training Hub
Templates, automations, and tools for your industry
Industry Workflows
Template Packs
Automation Presets
When: Estimate approved
If: enrollment is ready to start
Then: Create invoice, project, tasks, and client notification
active
When: Assigned work starts
If: Employee clocks in from mobile
Then: Notify manager and update dashboard workload
active
When: Invoice overdue 7 days
If: Balance is greater than $0
Then: Send reminder and add owner approval task
active
When: Document uploaded
If: Document is required for this workflow
Then: Mark checklist item complete and log audit event
paused