Post new consultation booking details to your team channel
Post new consultation booking details to your team channel
Your intake bookings lack shared context, leaving coordinators unable to prep clients or attach notes. The workflow posts booking details to your team so staff are ready before each session.
Overview
Intake and consultation bookings often arrive without the necessary context, forcing coordinators to scramble and delaying client outreach. Push structured booking details directly into your team channel so staff are prepared and clients get timely follow-up, usually within minutes.