For family counselors: keep client records updated after orientation bookings

Family counselors miss updated onboarding flags, causing duplicate outreach and missed intake steps. This updates client contact records when orientations are created so intake starts follow-up quickly.

Overview

Orientation bookings that don't update client records create duplicate outreach and slow intake for family counselors. This workflow keeps contact properties and scheduled orientation dates current so intake starts follow-up quickly, eliminating missed touchpoints and reducing manual data entry.

Notable Features

Mark contact orientation status
Set scheduled orientation date field
Alert intake and operations staff