Create booking records and sheet rows for course completions
Create booking records and sheet rows for course completions
Your course completion bookings stay only in the scheduler, leaving coordinators without attendee context. Records land in CRM and a tracking sheet so coordinators can confirm attendees same day.
Overview
When course completion bookings only live in the scheduler, program coordinators lack attendee context and outreach gets delayed. This flow captures each qualifying booking into your CRM and a tracking sheet so coordinators can confirm and start outreach the same day.