Update onboarding status when a booking is made
Update onboarding status when a booking is made
Your appointment bookings missing board updates leave volunteer records stale and coordinators without interview context. It keeps onboarding items and contact tags current for same day follow-up.
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Overview
Bookings must translate into actionable onboarding items so coordinators can move candidates forward. This workflow updates your onboarding board and contact records automatically, giving coordinators confirmed interview context within minutes and enabling same-day follow-up.