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Create client phone consult events on team calendars

Create client phone consult events on team calendars

Phone consult bookings that aren't added to calendars leave intake coordinators without contact context and cause missed calls. This provides client details and timing to your team same day.

Create client phone consult events on team calendars

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Overview

If phone consults aren't appearing on staff calendars, intake coordinators lack contact context and calls get missed. This flow writes each phone booking to your team calendars within minutes so staff have client details and timing ahead of consultations.

Create client phone consult events on team calendars