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Create meeting notification in team chat for bookings

Create meeting notification in team chat for bookings

Your client bookings lack team visibility, causing planners to miss prep and start-time context for scheduled reviews. The team receives meeting details so planners are ready same day.

Create meeting notification in team chat for bookings

Overview

When client meetings are scheduled, your advisors need context to prepare; without it, prep slips and client time is wasted. This posts formatted meeting details to the right chat room so advisors and ops see them within minutes and are ready same day.

Create meeting notification in team chat for bookings