Update regional reporting rows from client form submissions
Update regional reporting rows from client form submissions
Booking form submissions create inconsistent regional report rows, leaving project managers without appointment or revenue context. Coordinators get accurate reporting rows to act on same day.
Overview
Project managers currently spend time reconciling booking forms with regional reports, which delays planning and billing. This flow turns each client booking into a standardized reporting row, so coordinators have accurate appointment and revenue data to act on the same day.