Update onboarding card when a booking is created

Your onboarding bookings lack task context, so coordinators miss prep and order checks. You get intake cards updated and a booking record created, ensuring teams are prepared before the appointment.

Overview

When a customer schedules onboarding, coordinators should have context immediately instead of hunting for order or attendee details. This flow logs the booking and flags the intake card so your team has attendee info and a due date set within minutes, reducing last-minute prep.