Customer support ops prevent missed montage reminders and follow-ups

Customer support ops edit montage dates manually, causing missed client reminders and scheduling gaps. Calculated reminders and status flags let support coordinate visits reliably.

Overview

Missed montage reminders create scheduling gaps and frustrated clients, putting client coordination at risk. This workflow calculates one-day reminders and six-day follow-ups, updates status flags, and notifies agents so support ops see fewer missed follow-ups and faster handoffs.

Notable Features

Calculate one-day and six-day reminders
Set scheduling status flags
Notify ops of date changes