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Create info session tasks and update enrollment records

Create info session tasks and update enrollment records

You receive info session bookings with no enrollment updates, leaving participant records incomplete. It updates records and creates follow‑up tasks so coordinators are ready before each session.

Create info session tasks and update enrollment records

Overview

When volunteers or participants sign up for info sessions, incomplete enrollment records slow follow-up and create confusion for coordinators. This flow updates enrollment records and creates scheduled follow‑up tasks within minutes, so program coordinators have clear next steps ahead of each session.

Create info session tasks and update enrollment records