IT: Ensure guardians confirm meetings with questionnaires

IT administrators managing scheduling systems see guardian confirmations go missing, causing last-minute reschedules and coordinator overload. Schedule reminders so coordinators get confirmations.

IT: Ensure guardians confirm meetings with questionnaires

Overview

Missed guardian confirmations create last-minute schedule chaos and extra admin work. This scheduled workflow turns routine checks into personalized reminders and questionnaires so coordinators receive confirmations and necessary details before meetings, reducing reschedules and manual follow-up.

Notable Features

  • Send personalized reminder emails
  • Deliver pre-meeting questionnaire links
  • Mark confirmed families in CRM

IT: Ensure guardians confirm meetings with questionnaires