Create consult records and send confirmations on booking

You get consults scheduled without a central booking record or consistent confirmation. Capture each booking and send confirmations so coordinators have guest-ready details before meetings.

Overview

Bookings should produce a tracked record and a clear confirmation, otherwise coordinators spend time reconciling intake and clients are unsure. This flow creates the booking row and sends a polished confirmation within minutes, giving coordinators guest-ready details and an auditable log before the meeting.