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Update consultation task when online booking is canceled

Your online consultation cancellations leave intake tasks missing cancellation notes and owner context, stalling follow-up. You receive task updates with cancellation reason and reassigned owners so follow-up happens same day.

Update consultation task when online booking is canceled

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Overview

Cancellations create manual work and missed outreach for intake teams; coordinators waste time locating affected tasks. This flow writes cancellation reasons into the consultation task and assigns an owner so follow-up happens same day and your intake board stays accurate.

Update consultation task when online booking is canceled