Update tracker row when client booking is created
Update tracker row when client booking is created
Bookings land in your scheduler without tracker updates, leaving program managers without appointment context. Capture booking dates into your tracker so coordinators see status and act same day.
Overview
If bookings aren’t logged, follow-ups stall and onboarding slips. This flow writes booking dates into your central tracker so program managers and sales reps see meeting context and can take action the same day.