Create assessment tracker records from new booking events
Create assessment tracker records from new booking events
Your bookings sometimes miss client contact and service type, causing intake delays. It logs each booking into assessment trackers so coordinators can prepare same day.
Overview
When bookings arrive with incomplete details, intake teams scramble and assessments get delayed; this flow extracts contact and service data from calendar events and logs them to assessment trackers. That gives coordinators the client context they need to act same day and reduces prep gaps.