Send team booking notifications for new client meetings
Send team booking notifications for new client meetings
Your client meeting bookings arrive without attendee context, leaving advisors unprepared. Receive team-ready notifications with meeting details so advisors and coordinators can prepare within minutes.
Overview
Bookings without context make advisors scramble and delay intake work. This flow sends context-rich team emails the moment a client books, so coordinators and advisors can triage and prepare within minutes.