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.

IT: deliver prefilled tour notes before each appointment

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

IT: deliver prefilled tour notes before each appointment