Send booking confirmations and schedule post-meeting surveys for attendees
Send booking confirmations and schedule post-meeting surveys for attendees
Your booking confirmations can lack attendee context, delaying adviser prep. Send confirmations and post-meeting surveys so clients finish profiles and upload documents before the meeting.
Overview
Remove manual booking follow-ups and give advisers complete attendee context without extra work. This sends tailored confirmations within minutes and schedules post-meeting surveys so clients complete profiles and documents ahead of onboarding.