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Update advisor meeting dates on team scheduling board

Update advisor meeting dates on team scheduling board

When advisor bookings don't land in your tracking board, client context is lost and handoffs stall. Keep meeting dates and assigned owners current so advisors prepare confidently same day.

Update advisor meeting dates on team scheduling board

Overview

When bookings are rescheduled, your tracking board often lags and advisors lack client context. This flow writes new and rescheduled bookings to the team scheduling board and assigns the advisor within minutes, so coordinators and partners prepare with current meeting dates same day.

Update advisor meeting dates on team scheduling board