Add scheduled advising time to application record promptly
Add scheduled advising time to application record promptly
Your initial advising bookings can lack application context, leaving advisors unprepared. The workflow adds appointment time, advisor, and booking ID to the applicant's application record same day.
Overview
When advising bookings arrive without linked application data, advisors arrive unprepared and outreach is delayed. This flow attaches appointment times, advisor assignments, and booking IDs directly to the applicant record so program coordinators have the context they need the same day.