Log scheduled consultations as spreadsheet rows for intake tracking
Log scheduled consultations as spreadsheet rows for intake tracking
Your booked consultations arrive without structured intake, leaving reps missing start times, answers, or attendee context. They get logged to a central intake sheet so reps can prepare and follow up same day.
Overview
When booked consultations aren’t recorded, reps lose preparation time and follow-up momentum. This flow captures each booking, normalizes date/time and intake answers, and appends a single intake row so reps have full context to act same day.