Send booking confirmation emails with factsheets to clients
Send booking confirmation emails with factsheets to clients
Your assessment bookings lack attached factsheets and context, causing assessors to arrive underprepared. The confirmation email with the right PDFs goes out automatically, ensuring readiness same day.
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Overview
When schedule rows change, confirmations must go out without manual work to keep field visits efficient. This flow sends appointment confirmations with the right PDFs and updates your sheet so assessors and customers are ready the same day.