Update client record with assigned coach calendar link

Your client records miss coach calendar links after assignments, leaving intake coordinators without booking context. Updated records provide scheduling links so coordinators can book same day.

Update client record with assigned coach calendar link

Overview

Coach assignments should create booking-ready client records immediately, not extra manual work for coordinators. This flow writes the coach's calendar link into the contact, notifies the coach, and logs the event so bookings can start same day.

Update client record with assigned coach calendar link