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Create and update customer appointments in shared calendar

Create and update customer appointments in shared calendar

Customer records change without appointment context, leaving schedulers unsure which visits to create, update, or cancel. This keeps calendars accurate and aligns consultants with clients same day.

Create and update customer appointments in shared calendar

Overview

When customer appointment fields change, schedulers often scramble to update calendars and risk double-booking or missed confirmations. This workflow creates, updates, or deletes calendar events and writes back event IDs so consultants and clients stay aligned same day.

Create and update customer appointments in shared calendar