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Create client onboarding record and alert your team channel

Create client onboarding record and alert your team channel

Your scheduler bookings arrive without records, leaving new clients untracked and onboarding delayed. Bookings are logged, welcome drafts queued, and team alerts sent before the scheduled call.

Create client onboarding record and alert your team channel

Overview

Unstructured bookings slow onboarding and leave client services reacting the day of the call. This flow captures each booking, queues a personalized welcome draft, updates your bookings tracker, and alerts client services within minutes so onboarding starts ahead of the scheduled meeting.

Create client onboarding record and alert your team channel