Update onboarding task when a new pet registers
Update onboarding task when a new pet registers
New pet registrations without task context leave staff unprepared and delay preparation for visits. It updates the onboarding task so coordinators can schedule and prepare same day.
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Overview
New pet signups often arrive without task updates, leaving coordinators to scramble and delaying service readiness. This workflow finds or updates the onboarding task automatically and sets status and due dates, so your operations team has visit-ready context the same day.