Send check-in SMS and update appointment records instantly
Send check-in SMS and update appointment records instantly
Your appointment check-ins often miss confirmations, leaving coordinators unsure who arrived. The workflow sends SMS confirmations and updates CRM records so staff know arrivals same day.
Overview
When attendees check in, coordinators need immediate confirmations and CRM context to manage flow effectively. This flow texts confirmations and advances deal stages automatically, giving staff arrival visibility and updated records within minutes.