Send consult scheduled alert to intake coordinator and team

New consult contacts often arrive without appointment context, leaving intake coordinators scrambling. Get consult details to scheduling so clients and coaches are ready same day.

Overview

When consult bookings reach your CRM without usable context, intake teams waste time and clients get delayed. This flow delivers consult details to your intake coordinator the moment a new contact booking appears, enabling same-day prep and cleaner handoffs to coaches.