Update client onboarding card when 90‑day call booked

Your 90‑day review bookings lack task context on client cards, leaving program coordinators short on prep and follow‑up. Add the meeting date to the client onboarding card and move it to the 90‑day call list so coordinators see it same day.

Update client onboarding card when 90‑day call booked

Overview

Update client onboarding card when 90‑day call booked