Send consultation confirmation to homeowner and sales rep

Your scheduled consultations sometimes lack confirmation, leaving homeowners unsure and increasing no-shows. Send confirmations to homeowners and assigned reps to boost attendance before appointments.

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Overview

Missed or unclear confirmations cost you time and delayed starts on deck consultations. This flow sends homeowners and assigned reps a clear, formatted confirmation within minutes of scheduling, improving attendance and crew readiness before the appointment. It turns a status change into a reliable customer touchpoint so your teams arrive prepared.