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Keep ops calendars aligned to prevent missed billing

Operations coordinators' consultation events aren't copied into ops calendar, causing missed billing and reconciliation work. Mirrored events keep the roster current for billing and planning.

Keep ops calendars aligned to prevent missed billing

Overview

Operations coordinators lose billing visibility when consultations aren't mirrored to the ops calendar. This workflow copies and tags every consultation into the operations roster, eliminating reconciliation gaps and keeping workload planning accurate. Customers report faster handoffs and zero missed follow-ups.

Notable Features

  • Create ops calendar events instantly
  • Tag events for billing reconciliation
  • Notify ops of new consultations

Keep ops calendars aligned to prevent missed billing