Update mentoring support record when appointment is booked
Update mentoring support record when appointment is booked
Your session bookings sometimes arrive without linked case records, leaving coordinators without status or a scheduled date. This keeps records updated so coordinators can follow up same day.
Overview
When bookings arrive without linked case records, coordinators waste time reconciling and outreach delays occur. This flow writes the appointment date and updates record status in minutes, giving program coordinators the context to prepare and follow up the same day.