Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Add flagged appointment emails to calendars and send links for review.
Get calendar appointments from flagged emails when details are clear, plus a confirmation email linking to each entry for review.
Confirm client meetings that teammates add to the calendar.
Your clients get clear appointment emails in their time zone, while your coordinator hears about missing details before anything goes out.
Confirm client appointments after checking the email agreement.
Your clients get appointment confirmation emails with a link to change the time, while your scheduler sees bookings that conflict with the email exchange.
Confirm team appointments and report bookings needing correction.
Your confirmation emails include clear appointment details and a rescheduling link. You also get a report on every send or issue.