Health and wellness owners: keep inquiry sheets clean and archived
Health and wellness owners: keep inquiry sheets clean and archived
Health and wellness owners lose booking updates in sheets, causing scheduling mix-ups and refund risk. Move rows marked Booked or Not Booked to archive so owners keep active queue clear and start follow-up.
Overview
Health and wellness owners face scheduling mix-ups and refund risk when updated inquiries linger in active sheets. This workflow routes rows marked Booked or Not Booked into an archive, eliminating manual cleanups and ensuring a reliable active queue. Owners report cleaner queues and fewer scheduling errors, so follow-up starts without delay.
Notable Features
- Move completed inquiries to archive
- Filter updates by Progress status
- Keep active sheet clutter free