Reopen advisor availability when daily intake count drops
Reopen advisor availability when daily intake count drops
Operations coordinators scramble when canceled advisor appointments leave 'closed' day blocks in place, causing manual reopenings and missed scheduling opportunities. So advisors' calendars reopen.
Overview
Closed day blocks left after cancellations force schedulers into manual work and risk lost bookings. This workflow checks intake counts when an advisor cancels and removes the 'closed' day block so availability is visible to schedulers. The result is fewer manual reopenings and zero missed availability windows.
Notable Features
- Check daily intake counts
- Remove closed calendar blocks
- Notify schedulers when availability reopens