Update booked onboarding call dates in participant records
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.
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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.