Send booking alert to client services and log note
Send booking alert to client services and log note
Your scheduling bookings arrive without prep details, leaving client services underprepared. The workflow alerts client services and creates a CRM note so staff are ready within minutes.
Overview
When bookings arrive without context, client services can be caught off-guard and miss essential prep. This flow sends instant team alerts and writes a CRM note so staff have the right details and are ready within minutes.