Keep advisor choice on booking for operations coordinators

Operations coordinators miss advisor selections when bookings aren't recorded, causing routing errors. Record advisor choice to central user record on booking so client success sees assignments.

Overview

Operations coordinators risk routing errors and missed client handoffs when booked advisor choices aren't recorded. This workflow writes invitee advisor selections into the central user record at booking, eliminating manual updates so client success always sees correct assignments and can follow up faster.

Notable Features

Capture advisor selection on booking
Update central user record automatically
Notify client success of assignments