Create project intake records from scheduled client bookings
Create project intake records from scheduled client bookings
Your scheduler bookings often lack project context, leaving coordinators to extract details and delay assignment. Capture booking details into intake records so PMs can triage and assign work same day.
Overview
Incoming bookings should start work, not stall it — this flow turns every scheduling request into a structured intake record so project managers can triage and assign without manual copy-paste. Expect clearer handoffs and same-day assignment visibility for your program coordinators.