Post completed trial appointment details to team channel
Post completed trial appointment details to team channel
You miss immediate alerts when trial appointments finish, leaving coordinators blind to next steps. This posts appointment details to your team channel so coordinators can follow up the same day.
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Overview
When trial appointments conclude, coordinators need instant context to convert and onboard clients. This posts concise appointment summaries to your team channel so coordinators can act on completed trials the same day and avoid delayed follow-up.