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Create calendar events from new bookings for advisors

Create calendar events from new bookings for advisors

Your bookings arrive without intake context, leaving advisors unprepared. Get calendar events with intake answers attached for same-day preparation today.

Create calendar events from new bookings for advisors

Overview

When bookings land without intake answers, advisors arrive underprepared and follow-ups slip. This flow turns each booking into a calendar event with client responses attached so advisors are ready and compliance notes are accessible within minutes.

Create calendar events from new bookings for advisors