Update client records from bookings and flag duplicates
Update client records from bookings and flag duplicates
Unmatched bookings create duplicate client rows and leave coordinators without attendee context. It updates and flags records so coordinators have accurate intake data before onboarding.
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Overview
When bookings don't map to the client log, coordinators lose attendee context and onboarding stalls. This flow keeps the client database current and surfaces mismatches so coordinators can merge duplicates and prepare clients within minutes.