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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.

Data admin VP: update match support records on booking

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

Data admin VP: update match support records on booking