Update client record when phone consultation is booked
Update client record when phone consultation is booked
Your candidate records lack appointment status when phone consults are booked, causing prep gaps and onboarding delays. It updates records and notifies coordinators so status is visible same day.
Overview
When phone consults are booked, coordinators often don't see updated records and scramble to prepare. This flow updates client and job records and sends a staff notification so coordinators have the new status visible same day and can act immediately.