Trigger session tag workflow when appointment is booked
Trigger session tag workflow when appointment is booked
Your scheduled appointments lack session tags and routing, causing prep delays and missed handoffs for therapists. Teams are ready same day when tags and owners are applied automatically.
Overview
When bookings arrive without tags, coordinators scramble and therapists lack prep context. This flow applies configured session tags and routes ownership automatically, so coordinators and clinicians are ready same day and handoffs shrink.