Send appointment paperwork and prep client secure folder
Send appointment paperwork and prep client secure folder
Your bookings often lack signed intake forms, causing last-minute reschedules and extra follow-up. It delivers the scope form and a secure folder so clients can sign 48 hours before the meeting.
Overview
When appointments arrive without completed intake forms, agents spend time chasing paperwork and risk rescheduling. This flow delivers the correct scope form, shares a secure prep folder, and notifies the agent at booking so paperwork is signed and available at least 48 hours before meetings.