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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.

Update onboarding status when a booking is made

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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.

Update onboarding status when a booking is made