Create coaching contact and notify coach on booking

Your coaching bookings can miss CRM contact details and session context, leaving prep incomplete. Capture booking details and notify the coach so sessions are ready same day.

Create coaching contact and notify coach on booking

Overview

When coaching bookings don't land in your CRM, client prep and follow‑up suffer and sessions start unprepared. This flow captures each scheduled booking as a contact record, extracts a booking reference, and emails the assigned coach so sessions are ready same day.

Create coaching contact and notify coach on booking