Wellness clinics: route report emails to bookings lead

Bookings coordinators miss supplementary reports in email, causing incomplete client bookings and prep mistakes. It creates a task for the bookings lead so reports are merged and records stay accurate.

Overview

Missed supplementary reports lead to incomplete bookings and session prep errors that hurt client experience. This workflow turns every qualifying email into a tracked task assigned to your bookings lead, preventing overlooked merges and enabling faster handoffs so services run smoothly.

Notable Features

Create task on report arrival
Assign task to bookings lead
Attach email preview and link