Add preparation booking attendees to prep automation list

Your prep bookings often lack pre-visit instructions, so attendees arrive unprepared and require extra follow-up. Enroll them in prep messaging so they get instructions before the consultation.

Overview

Preparation bookings frequently arrive without prep messaging, causing longer calls and repeated follow-up. This flow enrolls attendees into pre-visit messaging within minutes so campaign managers and client success coordinators deliver consistent instructions ahead of consultations.