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Create matching calendar events and append a log entry

Create matching calendar events and append a log entry

You get client bookings on an external calendar that don't show on your internal calendar, causing missed prep. Keep schedules aligned so your team can prepare and avoid conflicts before meetings.

Create matching calendar events and append a log entry

Overview

When client bookings arrive only on an outside calendar, advisors can miss prep and accidentally double-book clients. This flow mirrors or logs each external booking so you and operations keep schedules aligned and avoid conflicts ahead of the next meeting.

Create matching calendar events and append a log entry