Create booking records and link trainees for home checks
Create booking records and link trainees for home checks
Your home check bookings lack linked trainee records, leaving coordinators without attendee context. Bookings are logged and linked to trainee profiles so coordinators can prepare before calls.
Workflow preview:
Zap details:
Overview
When a home check is scheduled, coordinators need attendee context immediately to prepare and report. This flow captures the booking and links the trainee record so your coordinators have prep-ready, searchable bookings within minutes.