Send client PTO reminders before scheduled time off
Send client PTO reminders before scheduled time off
Your PTO entries on the board aren't communicated consistently to clients, causing coverage gaps and last-minute requests. You receive scheduled reminder emails so coverage is arranged ahead of leave.
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Overview
When PTO is approved on your schedule board, this flow guarantees clients and account owners get consistent reminders two days, one day, and the morning of leave. That reduces last-minute coverage requests and gives account managers time to prepare ahead of leave.