Prevent outdated intake events from causing double-bookings
Prevent outdated intake events from causing double-bookings
Operations coordinators find stale intake appointments on calendars, causing double-bookings. Calendars update when a client is retained, ensuring schedulers avoid conflicts.
Overview
Stale intake events create double-bookings and administrative scramble for operations coordinators. This workflow removes matching calendar appointments when a client is retained, eliminating conflicts so schedulers see only active intakes and handoffs happen faster.
Notable Features
- Delete matching intake calendar events
- Match appointments by client fields
- Notify scheduling staff on removals