Send client text alerts with appointment context to staff
Send client text alerts with appointment context to staff
Your client texts arrive without appointment details, forcing tax preparers to hunt for booking context. Staff get parsed client name and appointment time so you can reply before appointments.
Overview
Incoming client texts often lack booking context, which wastes staff time and risks missed confirmations; this flow delivers parsed client names and appointment times directly to the right preparer. That means faster replies and confirmed bookings within minutes, so front‑desk work stays efficient.