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Create a student screening task from new booking

Create a student screening task from new booking

Your bookings often miss structured intake, leaving admissions teams without screening details. Coordinators receive applicant details and a due date, enabling follow‑up the same day.

Create a student screening task from new booking

Overview

Untriaged bookings turn into extra admin and missed decisions for admissions. This flow converts each new booking into a screening card with applicant context so coordinators can assign owners and complete follow‑up the same day.

Create a student screening task from new booking