Create confirmed client VA meeting and notify attendees
Create confirmed client VA meeting and notify attendees
Client-VA calls logged without calendar invites leave participants missing join links and context. This creates a calendar event and confirmation email so attendees get links and prep details same day.
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Overview
Manual scheduling and email confirmations create gaps that leave clients and VAs without join links or prep. This flow guarantees a shared calendar event and confirmation messages are created from the CRM, so coordinators can ensure attendees receive links and prep details the same day.