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Create overbooking log row for new scheduling invites

Create overbooking log row for new scheduling invites

Your consultation bookings lack a central log, forcing intake to hunt for attendee context and join links. Bookings are appended to a shared overbooking sheet for triage and follow-up the next day.

Create overbooking log row for new scheduling invites

Overview

When consultation slots are booked, intake and practice managers need a single source of truth to triage conflicts and prep materials. This flow captures booking details, formats times, and links CRM records so your team can resolve overbookings and follow up by the next business day.

Create overbooking log row for new scheduling invites