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Create pre-planning blocks from new bookings for advisors

Create pre-planning blocks from new bookings for advisors

Your client bookings lack prep slots, leaving advisers scrambling and meetings underprepared. It adds pre‑planning calendar blocks so advisers gain prep time ahead of meetings.

Create pre-planning blocks from new bookings for advisors

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Overview

Client meetings often arrive without dedicated prep time, leaving advisers to scramble at the last minute. This flow guarantees the right advisor gets reserved prep blocks within minutes of booking so meetings start better prepared and teams reduce last‑minute work before appointments.

Create pre-planning blocks from new bookings for advisors