Create calendar events for new family booking invitees
Create calendar events for new family booking invitees
Your family bookings lack structured intake, leaving coordinators without client context for triage. This creates populated calendar events so coordinators can prepare the client file same day.
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Overview
When family bookings arrive without intake, coordinators spend time chasing details and risk poor prep. This flow creates calendar appointments populated with client responses so your coordinators can triage and prepare the case the same day.