Create booking records from web submissions for follow-up
Create booking records from web submissions for follow-up
Your booking and enquiry submissions lack a central intake record, leaving coordinators without callback context. Capture and update enquiry records so coordinators can complete callbacks same day.
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Overview
Missing or fragmented intake records slow program coordinators and risk missed callbacks; this flow ensures every web booking becomes a tracked enquiry record. Coordinators get full context and bookings flagged for same-day outreach, improving response times and client experience.