Add new onboarding bookings to your operations dashboard
Add new onboarding bookings to your operations dashboard
Your onboarding bookings arrive untracked, leaving coordinators without attendee context. You get an up-to-date dashboard so coordinators can prepare before each session.
Overview
When onboarding bookings land in different inboxes, coordinators lack the attendee context needed to prepare and assign owners. This workflow centralizes every qualifying booking into a shared dashboard so your program coordinators can act and assign owners within minutes.