Update client appointment on contact record from board

Appointment dates on your board don't reach client records, leaving coordinators without visit context. Keep contact records current so coordinators can prepare outreach and intake tasks same day.

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Overview

When appointment dates change on your operations board, coordinators must see that schedule in client records or they waste time chasing details. This flow pushes board date changes into contact records so intake and program coordinators have accurate schedule context within minutes, improving pre-visit readiness.