Create onboarding task from every new booking with plan

Your onboarding bookings lack structured intake and leave context scattered. You get a task with booking details, plan alias, and an owner assigned same day so teams can prepare.

Overview

For a small real estate SaaS team, every booked orientation should be actionable—not just a calendar row. This flow captures booking context and plan alias, creates a task and assigns an owner within minutes so coordinators arrive prepared ahead of the orientation.