Send engagement letter after every new appointment booking
Send engagement letter after every new appointment booking
Your bookings arrive without signed engagement letters, leaving reception unable to verify ID or payment. Send the letter automatically so clients sign before meetings and billing confirmed same day.
Overview
Unsigned engagement letters create last-minute friction at check-in and delay billing. This flow emails the engagement link the moment a client books so reception and onboarding have signed agreements before the meeting, enabling same‑day billing readiness.