Update lead status and note on canceled booking
Update lead status and note on canceled booking
You lose context when scheduled coaching sessions are canceled, leaving leads without next steps and confusing follow-up. It keeps records current so coordinators can reschedule or follow up same day.
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Overview
When a parent cancels a scheduled session, your CRM should reflect that immediately so coordinators don't lose context. This flow updates the lead and logs the reason, enabling same-day rescheduling or timely nurture outreach.