Stop expired mentoring calls for operations coordinators now

Operations coordinators book mentoring calls for clients whose service ended on the appointment date, causing avoidable cancellations. This tags contacts when dates match, so schedulers can cancel expired sessions before they proceed.

Overview

Expired-service mentoring calls waste staff time and risk a poor client experience. This workflow flags contacts when the appointment date equals the service end date, enabling schedulers to cancel expired sessions and prevent unnecessary calls. The result is clearer schedules, fewer last-minute cancellations, and less manual checking for operations.

Notable Features

Tag contacts with expired service
Notify schedulers about flagged bookings
Flag appointments matching end date