Update booking tracker from new intake form submissions
Update booking tracker from new intake form submissions
When intake forms arrive, your booking sheet often stays out of date and clients miss scheduled onboarding windows. Keep the tracker current so coordinators can triage and confirm bookings same day.
Overview
Intake forms that don't land in your tracker create onboarding delays and manual follow-up. This flow keeps the booking tracker up to date so coordinators see status changes immediately and can confirm bookings same day.