Add booking comment and date to client board card
Add booking comment and date to client board card
Your session bookings lack client context on project cards, leaving coaches unprepared for meetings. Get booking details added to the client card so coaches have full context before the session.
Overview
Bookings should automatically enrich the client card so coaches and coordinators stop searching for context or asking repeat questions. This flow writes the booking type, readable date, and intake answers to the client card, so coaches are prepared before each session.