Update contact and trigger pre-call reminders for sessions
Update contact and trigger pre-call reminders for sessions
Your session bookings lack attendee prep and meeting context in contacts, leaving coaches unprepared. Enroll attendees into pre-call emails and SMS reminders and update contact fields so coaches are ready same day.
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Overview
Booked sessions without meeting context force manual prep and increase no-shows; your coaches waste time chasing details. This flow writes meeting context to the contact and triggers pre-call email and SMS reminders, so coordinators and coaches are ready the same day and last-minute dropoffs are reduced.