Add completed appointments to customer contact records with notes
Add completed appointments to customer contact records with notes
You receive completed bookings with no appointment context in contacts, leaving staff without service or provider details. Attach service, provider, and date to contacts so outreach is ready same day.
Overview
When completed appointments aren't reflected in contact records, follow-ups slip and campaign timing breaks. This flow captures service, provider and date into the contact profile and timestamps it so campaign managers and front‑desk staff can execute same‑day outreach.