Add new coaching bookings to call tracker sheet
Add new coaching bookings to call tracker sheet
Your coaching and EFT bookings arrive without a reliable log, leaving coaches unprepared and reports incomplete. The sheet is updated for team visibility and prep ahead of the session.
Overview
When booking records are missing, coaches miss context and reporting becomes manual. Capture every qualifying coaching and EFT booking into a shared tracker so success managers get attendee context and appointment dates visible within minutes.