Add form inquiries to schedule spreadsheet for triage

You get trial inquiry form submissions that never reach scheduling, slowing intake. Captured entries populate a scheduling sheet so coordinators can triage and follow up same day.

Add form inquiries to schedule spreadsheet for triage

Overview

When trial inquiry submissions miss scheduling, coordinators lack the context they need and bookings slip. This flow captures each qualifying form entry into a central scheduling sheet and notifies coordinators, enabling prompt triage and same-day follow-up.

Add form inquiries to schedule spreadsheet for triage