Set client fields and assign onboarding owners on booking
Set client fields and assign onboarding owners on booking
Your starter bookings often lack account context and owner assignments, leaving advisers unprepared. This fills client records and assigns owners so teams are ready ahead of the call.
Overview
Starter bookings should populate client records and trigger onboarding work automatically. This flow enriches the client record, assigns adviser and support owners, and alerts ops on issues so teams are prepared same day. It removes manual lookups and speeds client readiness before the meeting.