Assign appointment rows to next consultant on rotation
Assign appointment rows to next consultant on rotation
Your appointment sheet often leaves bookings unassigned, so consultants miss prep details and clients face delayed confirmations. Assignments apply automatically so owners see updates same day.
Overview
High-value bookings that land in a sheet without an owner delay confirmations and reduce client trust. This flow routes each booking to the next consultant and updates both your queue and sheet automatically, so coordinators and consultants see ownership within minutes.