Mark planning meeting as booked in schedule sheet
Mark planning meeting as booked in schedule sheet
Your planning meeting bookings arrive without a chart update, leaving coordinators unaware of confirmed sessions. Bookings are marked in your master schedule immediately so staff can prepare same day.
Overview
When client planning bookings don't update your master schedule, coordinators miss confirmations and advisors can't prepare. This flow marks booked sessions in the schedule within minutes, giving coordinators and advisors an up-to-date view ahead of same-day meetings.