Create onboarding record when a new booking is scheduled

Your onboarding bookings lack standardized intake, leaving coordinators without event context. You get consistent spreadsheet rows so coordinators can prep ahead of bookings same day.

Overview

When bookings arrive without standardized intake, coordinators waste time chasing details and sessions start unprepared. This flow captures each booking into your onboarding workbook with formatted timestamps and host lookup, giving coordinators consistent context within minutes.