> ## Documentation Index
> Fetch the complete documentation index at: https://docs.myfundingmachine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Book the onboarding call

> Open a prefilled onboarding calendar or prepare an email for the selected Operations contact.

In **Admin → Onboarding**, select a client in **Compliance**. The **Onboarding call**
card appears beneath the compliance checks in both the side drawer and expanded view.
It is also available under **All requirements** for other stages.

* **Book onboarding call** opens the existing FM Onboarding team calendar in a new tab.
* **Copy link** copies that same prefilled URL for the Operator.
* **Email booking link** opens a draft addressed to the contact's saved email. Review
  and send it from your email application; opening the draft does not send a message.

The URL uses the first name, last name, email and phone from the selected opportunity's
verified **Operations contact**, not the signed-in staff member or a different account.
A valid email or phone is required to offer the shortcut; an email address is required
for the email draft. Missing names can be completed on the calendar.

Keep the prefilled email and phone unchanged so the CRM can match the existing contact.
The link contains contact details: share it only with that Operator. Prefill is matching
assistance, not proof that an appointment has been created or linked.

After booking, use **Refresh booking** to reload the appointment and the contact details
used by the booking link and email draft. Links remain unavailable if the contact cannot
be verified; retry with **Refresh context**. The card shows the recorded FM onboarding 1
appointment only when CRM reads associate it with this contact. If it is missing or needs
review, check **Calls & notes** and the calendar configuration before booking again.
Save other edits first; booking refresh requires a verified, enabled account mapping.

The calendar's existing host assignment and opportunity ownership workflow continue to
handle the handoff. Once the owner changes and the queue refreshes, the record leaves the
previous owner's **My clients** view. Opening or sharing the link does not change ownership,
complete attendance or advance a stage.


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