Create prep question card for new client booking
Create prep question card for new client booking
Your booked client sessions often lack a prep task with questions and notes, leaving coordinators to hunt for context. The workflow creates a question card with booking details so your team is ready before the session.
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Overview
When session bookings arrive without prep work, coordinators waste time collecting context and sessions start unprepared. This flow creates a question card with booking details and alerts your team when notes are missing, so staff are ready before the session.