Update client onboarding record after a demo is scheduled

You lose prep context when demo bookings don't update onboarding records, delaying insurance checks. Keep records current so coordinators finish intake steps before the appointment.

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Overview

When demo bookings don't feed into onboarding records, coordinators scramble and intake readiness slips. This workflow writes scheduled demo dates and only processes onboarding event types so your ops team has accurate status within minutes and can complete intake ahead of the session.