Send appointment confirmation email with docs after update
Send appointment confirmation email with docs after update
Your appointment rows don't include a ready client packet, forcing coordinators to find documents and delaying confirmations. You get confirmation emails with attachments within four hours.
Overview
Stop having coordinators scramble to gather appointment paperwork; this workflow compiles the right documents and delivers a confirmation email within four hours of any row update. The result: fewer manual handoffs, faster client confirmations, and clearer next steps.