Create rebooking task when consultation booking is canceled
Create rebooking task when consultation booking is canceled
When consultation bookings are canceled, your leads lose a scheduled touchpoint and outreach stalls. You get an assigned rebooking task so the coordinator can reschedule within 24 hours.
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Overview
Cancellations are immediate pipeline risks when nobody is assigned to rebook. This workflow turns each canceled consultation into a prioritized task, updates the lead, and pings your sales channel so reps can rebook within 24 hours and keep enrollment intact.