Send pre-consultation email, create task and schedule event
Send pre-consultation email, create task and schedule event
Your consultation bookings arrive without client context, delaying intake and follow-up. It sends pre-consultation details, creates an intake task, and logs the event so staff can prepare same day.
Overview
When a client books, this sequence immediately sends pre-consultation information, creates an intake task, and records the appointment so staff have context. That reduces admin back-and-forth and ensures clients receive materials within minutes ahead of the session.