Add bookings to client success dashboard and assign coach

Your scheduled bookings arrive without linked coach or attendee context, leaving program coordinators unprepared. Populate client rows with schedule and coach so onboarding starts same day.

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Overview

When bookings don't flow into your client success dashboard, coordinators scramble and onboarding is delayed. This flow captures each scheduled booking, updates or creates client rows, and flags missing coach information so teams can begin onboarding the same day.