Mark cancelled appointments and update client CRM record
Mark cancelled appointments and update client CRM record
Your cancellation emails leave appointments and client records outdated, causing duplicate outreach and billing confusion. Updates records and contact profiles so teams act before next billing run.
Overview
When cancellation emails arrive, this flow marks the appointment cancelled and refreshes the client profile so program coordinators and billing staff stop manual checks and follow-ups. That ensures teams act on current data and prevents billing errors before the next billing run.