Add booking details to spreadsheet for upcoming closings

When bookings lack structured records, your closing and enrollment lists pile up and need manual lookups. Coordinators can act on responses the same day.

Workflow preview:

Zap details:

Overview

Manual logging of bookings forces coordinators into reactive follow-up and inconsistent enrollment records. This flow captures and cleans each booking so your coordinators see a single, actionable registry and can respond the same day before reporting cycles.