Link new scheduled calls to coach directory records
Link new scheduled calls to coach directory records
Your scheduled coaching calls arrive without a linked coach, forcing coordinators into manual lookups. It links the correct coach to each session so coordinators are ready same day.
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Overview
When scheduled calls aren’t linked to coach profiles, coordinators spend time on manual lookups and session prep lags. This flow ties each new booking to the right coach so ownership and readiness are restored, improving same‑day prep.