Add scheduled appointment and send confirmation to customer

Your deals enter a booking-ready stage without scheduled times, leaving coordinators without appointment context. Automated confirmations and CRM updates keep bookings confirmed before each appointment.

Overview

When deals move into booking-ready stages, coordinators often scramble to confirm times manually. This flow captures scheduling details, writes them back to the deal, and issues a confirmation message so customers are notified within minutes and coordinators have clear booking context ahead of appointments.