Business owners: ensure emergency contacts are updated before sessions
Business owners: ensure emergency contacts are updated before sessions
Business owners see emergency emails missed at booking, leaving advisors without contacts. It adds the emergency email to the client record so advisors have the contact before the session.
Overview
Missing emergency contacts before advisory sessions creates last-minute delays and risk for advisors and operations. This workflow captures the contact email at booking and writes it to the client record so advisors have accurate emergency details before meetings, eliminating manual lookups and enabling faster handoffs.
Notable Features
- Capture emergency emails from bookings
- Add emergency contact to client record
- Notify advisors and ops instantly