Update client dashboard with scheduled kickoff call dates
Update client dashboard with scheduled kickoff call dates
Your kickoff events don't sync to the client dashboard, leaving prep scattered for a small studio. Keep client records updated with kickoff times so owners and coordinators are ready ahead of each session.
Overview
When kickoff times aren't reflected on client pages, small studio teams waste prep time and risk missed deliverables. This flow keeps each client record populated with confirmed kickoff times so owners and coordinators are ready ahead of every session.