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Update booked onboarding call dates in participant records

Onboarding bookings live only in the scheduler, so participant records miss session dates and prep visibility drops. The roster receives the booked call date so coordinators and reps have accurate schedules same day.

Update booked onboarding call dates in participant records

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Overview

Booked onboarding sessions often never reach your participant roster, leaving reps and coordinators underprepared and forcing last‑minute catchups. This flow writes the scheduled call date into your roster within minutes of booking so sales ops and coordinators have accurate schedules same day and can execute timely outreach.

Update booked onboarding call dates in participant records