Add new booking rows to onboarding timeline sheet

Your scheduling bookings lack a central log, leaving coordinators with scattered notes and missed preparation. Records are centralized for operations staff, enabling same-day prep and timely follow-up.

Overview

When bookings don't feed into a single tracker, coordinators scramble and prep gets missed. This workflow routes every new booking into your onboarding timeline so operations have accurate records for same-day prep and timely client follow-up.