Create calendar invite and SMS notify the assigned sorter
Create calendar invite and SMS notify the assigned sorter
Your consult bookings arrive without provider context, delaying confirmations and leaving slots unclaimed. Notify the assigned sorter and update the client record so consults are accepted and prepared same day.
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Overview
Turn every consult booking into an actionable item for marketing ops and your on-call sorters. By creating calendar invites, updating client records, and sending SMS alerts within minutes, bookings get confirmed and prepared the same day.