Data admin VP: update match support records on booking
Data admin VP: update match support records on booking
Data administrators lose Match Support records when appointments are booked, causing missed check-ins and program gaps. Calendar updates set date, status, and contact so coordinators start outreach.
Overview
Missed check-ins create program gaps and strain service delivery for non-profit programs. This workflow keeps Match Support contact records current when appointments are booked, ensuring coordinators begin outreach promptly and reducing missed follow-ups.
Notable Features
- Update match support record fields
- Map appointment date and contact
- Notify coordinators of scheduled appointments