Update childcare prospect records when validation call is booked
Update childcare prospect records when validation call is booked
Your childcare bookings lack prospect context, leaving onboarding coordinators unprepared. The workflow updates prospect records with booked date and status so coordinators have full context same day.
Overview
When childcare validation calls are scheduled, this flow writes the booked date and status back to the prospect record so onboarding coordinators never miss context. That eliminates manual lookups and ensures teams are prepared the same day for outreach or next steps.