Set enrollment dates and log orientation attendance now
Set enrollment dates and log orientation attendance now
Your orientation bookings don't reach enrollment records, leaving coordinators without confirmed dates. Sync bookings to CRM and attendance tracker so staff see updated enrollments same day.
Overview
When a family books orientation, this flow writes an attendance row, updates the matching enrollment in your CRM, and creates a completed task for the owning contact. Program coordinators see confirmed dates and activity logs same day, eliminating manual reconciliation and missed follow-ups.