Send onboarding email and clear the calendar reminder
Send onboarding email and clear the calendar reminder
Onboarding events can miss timely messages, leaving customers unclear about next steps. Send the onboarding email at event start and clear the reminder so customers receive instructions.
Overview
Missed or late onboarding messages create confusion and extra manual follow-ups for your coordinators. This flow sends the templated onboarding email at event start and clears the calendar reminder so customers receive instructions and your team avoids redundant touches same day.