Update applicant record with scheduled phone call time
Update applicant record with scheduled phone call time
Your phone bookings aren't added to applicant records, leaving coordinators without call times. Update records automatically so teams have call times within minutes and can prepare before appointments.
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Overview
Missed or unrecorded booking times slow intake and leave volunteers unprepared. This flow writes booking start times into applicant records in near real time, giving intake coordinators and volunteer schedulers the call context they need ahead of the scheduled slot. Implementing this saves prep time and reduces same‑day confusion.