Add form inquiries to schedule spreadsheet for triage
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.
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.