Send contract and instructions via email from Outlook after Calendly session is scheduled
Send contract and instructions via email from Outlook after Calendly session is scheduled
Send contracts to clients who schedule sessions via Calendly, ensuring they receive all necessary information and instructions. Create or update profiles in Klaviyo and send confirmation emails through Microsoft Outlook for clear communication.
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Overview
Send contracts to clients who schedule sessions via Calendly, ensuring they receive all necessary information and instructions. Create or update profiles in Klaviyo and send confirmation emails through Microsoft Outlook for clear communication.