Add new appointment bookings to master scheduling sheet
Add new appointment bookings to master scheduling sheet
Your booked consultations stay only in the scheduler, leaving contact and intake context uncaptured for operations. Add rows to a master scheduling sheet so schedulers have context before appointments.
Overview
When bookings live only in the scheduler, schedulers lack full client context and prep suffers. This flow captures appointment and intake details into a master sheet, giving schedulers complete client context and reducing prep gaps ahead of each workday.