Keep ops calendars aligned to prevent missed billing
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.
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