Update onboarding tracker from each new client booking

You miss prep when bookings don't update your onboarding tracker, leaving coordinators without attendee context. Record attendee details and time so coordinators can prepare before the session.

Update onboarding tracker from each new client booking

Overview

New bookings sometimes arrive without landing in your onboarding tracker, forcing coordinators to chase attendee context. This flow captures invitee details, adjusts the scheduled start time, and updates the tracker within hours so teams are prepared before each session.

Update onboarding tracker from each new client booking