Add session bookings to client workflows and notify ops
Add session bookings to client workflows and notify ops
Your navigation session bookings miss client context, leaving advisors unprepared and coordinators chasing details. Bookings are added to client workflows and the team is notified for same-day prep.
Overview
When a client books a Navigation session, missing workflow context forces manual prep and last-minute checks. This flow assigns the booking to the correct client workflow and pings your ops channel so advisors have meeting-ready context the same day.