Add collaborator to contact on new booking submission

When appointment submissions arrive without a collaborator, your agents lack ownership context and follow-ups stall. Assign collaborator on receipt so agents can follow up same day.

Add collaborator to contact on new booking submission

Overview

When bookings are scheduled through a third party, ownership can slip and agents miss outreach windows. This flow attaches the right collaborator to the contact so reps get context and can follow up the same day.

Add collaborator to contact on new booking submission