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Create session prep docs from new bookings for consultants

Create session prep docs from new bookings for consultants

Your bookings lack consistent prep notes, leaving consultants without client context. Automatically create session prep docs so consultants have usable notes before each session.

Create session prep docs from new bookings for consultants

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Overview

When bookings arrive without structured prep, consultants waste time gathering context and follow-ups slip. This flow creates polished session prep docs at booking time, putting usable notes in front of consultants before each session so follow-ups happen same day.

Create session prep docs from new bookings for consultants