Send intake reminder email after meeting booking to clients

Your consultations arrive without intake forms, leaving consultants underprepared and increasing reschedules. Send a reminder email so clients complete intake before meetings, ensuring readiness.

Overview

Reduce last-minute reschedules and make every consultation productive by ensuring clients get and complete the intake form right after booking. Program coordinators and consultants will see completed intake ahead of sessions, cutting prep time and improving first-contact outcomes.