Create calendar events for new client bookings with details
Create calendar events for new client bookings with details
Your client bookings often lack intake context, leaving advisors unprepared for meetings. The workflow adds booking details to calendar events so advisors are prepared same day.
Overview
When client bookings arrive without intake context, advisors spend time guessing and miss prep opportunities. This flow injects booking answers, join links, and tracking into calendar events so advisors are ready same day and client handoffs stay consistent.