Add designated attendee to qualifying calendar events now
Add designated attendee to qualifying calendar events now
Benefits interview and enrollment events sometimes omit front-of-house, causing check-in delays. Add the attendee to matching events so reception is looped in before meetings.
Overview
When benefits interviews and enrollment meetings leave reception out, check-in stalls and member experience suffers. This workflow ensures the designated staff member is invited to matching events so reception is looped in and ready ahead of meetings.