Mark client meeting chart entry when rec-check scheduled
Mark client meeting chart entry when rec-check scheduled
You miss client context when rec-check bookings don't update your scheduling chart, leaving advisors underprepared. Marking the client's row at booking keeps notes current ahead of the meeting.
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Overview
When clients book their recurring check-ins, advisors need immediate visibility into confirmed appointments. This flow marks the client's chart at booking so advisors and coordinators have up-to-date context and can prepare same day.