IT: deliver prefilled tour notes before each appointment
IT: deliver prefilled tour notes before each appointment
IT admins see tours staff miss client details when calendar events lack prefilled forms, causing missing visit documentation. Send a prefilled tour-notes form and reminder a day before so venue staff arrive with client details.
Overview
Missing tour paperwork leads to late or missing visit documentation and frustrates venue staff. Let IT deliver prefilled tour-notes and reminders a day before appointments, eliminating missed documentation and ensuring staff capture visit notes at check-in.
Notable Features
- Prepare prefilled tour-notes form
- Send reminder to tours inbox
- Include client and appointment details