Update client onboarding records when booking is created
Update client onboarding records when booking is created
Discovery bookings sometimes lack linked client records, leaving coordinators without start dates. This writes the scheduled date and flags the client so coordinators can prepare before onboarding.
Overview
Discovery bookings that aren't linked to client records force coordinators to chase details and delay onboarding. This ties the scheduled date to the client record and marks the account in-progress automatically, letting coordinators prepare same day and keep launches on schedule.