Keep project managers prepared for vendor appointment bookings
Keep project managers prepared for vendor appointment bookings
Project managers miss appointment details in order emails, leaving front-desk unprepared and risking missed bookings. This routes full booking details to ops and front-desk so staff can prepare.
Overview
Missed booking details create last-minute chaos and frustrate front-desk staff. This workflow converts new orders into complete, actionable booking messages for project managers, ops, and front-desk staff. The result is faster handoffs, fewer missed bookings, and staff who arrive prepared.
Notable Features
- Send booking alerts to ops
- Include full customer and appointment details
- Create staff calendar events