Send daily guide report reminders to session guides
Send daily guide report reminders to session guides
Your open sessions lacking guide reports stop concierge staff from closing sessions and prepping client files. Receive daily reminders so reports arrive and sessions close before the next business day.
Overview
Open sessions without completed guide reports create operational backlog and delay case closure. This daily workflow emails assigned guides and delivers a 48-hour digest to concierge staff so teams can reconcile and close sessions before the next business day.