Send booking alerts to client and log to sheet
Send booking alerts to client and log to sheet
Your calendar bookings often miss contact or time context, leaving coordinators scrambling to assign owners. It alerts assigned advisors and logs each session to your sheet within minutes.
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Overview
If bookings arrive in calendars without consistent contact details, coordinators waste time chasing context and owners miss prep windows. This flow captures phone and timing, logs the session to your central sheet, and notifies the assigned advisor within minutes so sessions are staffed and prepared same day.