Keep support agents ready with pre-meeting intake emails

Support agents miss intake forms after bookings, triggering last-minute reschedules and poor customer experience. Send pre-meeting intake emails on booking so client services get forms before meetings.

Overview

Missed intake forms lead to last-minute reschedules and poor customer experience for support agents. This workflow sends intake requests at booking and surfaces completed forms to client services, eliminating last-minute prep gaps and protecting customer satisfaction.

Notable Features

Send intake email after booking
Attach intake form link to invite
Alert support agents on form completion