Create consult alert in team channel with client details

Your consult bookings arrive without intake context, leaving coaches unable to prep or follow up. Get booking details and intake answers to staff immediately so sessions are prepared same day.

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Overview

When booking intake lacks context, coaches waste time chasing details and sessions suffer. This flow pushes each consult or orientation booking, intake answers, and contact info straight to program coordinators and coaches in near real time so sessions are prepared the same day.