Send onboarding details to appointment owner by email

You lose prep time when onboarding appointments reach the scheduled stage without owner-facing form details. Owners get form answers and appointment time to prepare before the meeting same day.

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Overview

When onboarding bookings move into the scheduled stage, assigned owners often lack the client's answers and time context, which slows prep and increases outreach. This flow delivers the client's form responses and appointment time to the assigned owner within minutes so onboarding coordinators can start setup same day.