Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Book client meeting requests across available colleagues and confirm the host.
Your meeting requests become round robin bookings, with an available host named in the confirmation email.
Match client meeting requests to open times with the right teammate.
Your coordinator gets a short list of available times and the right booking link in the request conversation, ready to share.
Reply to common client questions and flag requests needing personal care.
Your routine chats get the replies you chose, and chats needing a personal answer appear together in your inbox view.
Turn client requests into confirmed appointments with staff.
Your clients and staff get a confirmed appointment time and purpose when a booking request fits your service and staff calendar.
Offer clients early appointments with a named team member.
Offer the earliest round robin meeting times with a named teammate and a link that books that person.