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Create reschedule task and flag cancelled onboarding calls

Create reschedule task and flag cancelled onboarding calls

Cancelled onboarding calls lack context, leaving coordinators unsure how to respond. Create a follow-up task and flag the booking so they can reschedule same day.

Create reschedule task and flag cancelled onboarding calls

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Overview

Cancelled onboarding calls create scramble and slow time-to-first-touch for new clients. This flow creates a follow-up task and flags the booking in your tracking sheet so coordinators can reach out and reschedule same day.

Create reschedule task and flag cancelled onboarding calls