Add video link to client contact after booking

Your bookings sometimes omit the video link on client records, making attorneys and coordinators hunt for meeting access. Add links to contacts and trigger confirmation so meetings are ready same day.

Add video link to client contact after booking

Overview

When clients book, attorneys and intake staff need the meeting link attached to the client record so nobody scrambles before a consultation. This flow enriches the contact with the scheduled video link and triggers your confirmation sequence, ensuring meetings are ready same day.

Add video link to client contact after booking