Update review event with client and household details
Update review event with client and household details
Your review event descriptions often miss structured client info, leaving appointments unlinked and advisors without household context. It links household, location, and confirms the event same day.
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Overview
Unstructured review events create friction for small advisory teams and leave advisors underprepared. This flow parses event descriptions, links the household, sets location and confirmed status, and invites the right advisor so meetings are ready same day.