New families will book their onboarding calls in the right order and at the right pace — Orientation, then Intake, then Kickoff, then monthly check-ins — without staff having to police it by hand. Admins set the rules once; the Nest applies them to everyone who books.
Today a new family can jump straight to a Kickoff or a check-in before they've done Orientation or Intake, and staff have to catch it. This release closes that gap.
Admins can say "this call can only be booked after that one" — either once the earlier call is completed, or as soon as it's booked.
A minimum gap between linked calls, e.g. "Kickoff at least 1 week after Intake". The calendar simply doesn't offer dates that are too early.
Families who joined through the onboarding portal, on a coaching program, must complete Orientation before any other call opens up.
A "Needs attention" list on CX's bookings page flags families who are blocked or whose plan broke — like an Orientation nobody marked as done.
Example: the onboarding sequence the team asked for. Each arrow is a rule an admin sets on the call type.
The rules are checked against each student's own calls — siblings each do their own Orientation.
| Who is booking | Follows the order & spacing? | Notes |
|---|---|---|
| The family (student or parent) | Yes | Sees blocked calls with the reason, and only valid dates on the calendar. |
| CX "Book for student" | Yes | Same rules as the family. On the Orientation call, CX marks it done and then books Intake and Kickoff for the family. |
| Coaches & editors | Yes | They don't usually book these calls, but nothing slips through if they do. |
| CX Override | No — the exception path | For unusual cases only. It's how a family gets past the rules without an engineer. |
Orientation-first only applies to families who joined through the onboarding portal and are on a coaching program. Families who signed up directly, alumni, and specialized programs are not affected. Families who already had an Intake or Kickoff before Orientation existed are exempt.
Ten short recordings from a test copy of the Nest, with made-up families. Each one plays the full journey with a caption for every step.
On a call type's settings, a new "Prerequisite calls" section.
Configured on the onboarding portal's settings.
If an admin archives (or deletes) the Orientation call type, the Nest says so out loud.
Paula joined through the onboarding portal and hasn't done Orientation yet.
The host marks Paula's Orientation completed while they're still on the call.
Gary's Intake is on Tuesday Oct 6 at 4pm. Kickoff must be at least a week later.
Dana signed up directly.
CX opens "Book for student" for Uma, whose Orientation hasn't been marked done.
CX tries to move Gary's calls closer together.
A new panel at the top of CX's bookings page.
The feature is ready, but how we configure it matters. These came out of checking the plan against how the Nest works today.
Rules on a call type apply to every family. If we set "Intake requires Orientation completed", families who didn't come through the portal (and never get an Orientation) would be blocked from Intake too.
Current students whose Kickoff happened before the Nest, or was recorded elsewhere, have no Kickoff booking in the Nest. That rule would stop them booking check-ins.
If a family genuinely needs Kickoff sooner, CX can't drag it inside the gap from the edit screen; they cancel and rebook it with Override.
In order — each step depends on the one before.
orientation-call (so the onboarding portal recognises it), and must be offered on every coaching program — otherwise families would be told to complete a call they can't book.