Update appointment records and send prep emails to clients
Update appointment records and send prep emails to clients
Your consultation prep form replies aren't added to appointment records, leaving coaches without project context. You get intake consolidated and prep emails sent, so coaches are ready before sessions.
Workflow preview:
Zap details:
Overview
Unattached prep replies force coaches to scramble before sessions and waste prep time. This flow consolidates intake answers into the appointment record and delivers prep materials to clients within minutes, so coaches arrive prepared and consultations start on point.