Notify account team of new phone consultation booking

Your phone consultation bookings often arrive without contact context, leaving account managers unprepared. Your team can prepare and respond same day.

Overview

Bookings that land without contact context force account managers to scramble and delay outreach. This flow forwards each booking’s contact, date, time and location into your private team channel so staff can prepare and respond same day. Reduce last-minute prep and keep consults on schedule.