Send prep email and update session record for coaching
Send prep email and update session record for coaching
Your coaching bookings arrive without attendee context, leaving coaches unprepared for sessions. Deliver prep emails and record session details so coaches have full context ahead of each call.
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Overview
When bookings lack attendee context, coaches spend prep time chasing details; this flow sends a prep questionnaire within minutes of booking and logs session metadata in your database. Coaches receive full context ahead of each call, improving session quality and saving prep time.