Update onboarding project with appointment details and date
Update onboarding project with appointment details and date
Your onboarding bookings arrive without project context, leaving coordinators unsure of schedule or location. It adds appointment date, time, and location to the project so teams can prepare same day.
Overview
Missing booking context in onboarding projects delays readiness and forces manual lookups. This flow writes appointment date, time, and location into the matching project so project managers can confirm logistics and prepare same day.