Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Turn new client appointment requests into confirmed team bookings.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
Book incoming consultation requests with an available team member.
Your meeting requests become round robin bookings, with an available host named in the confirmation email.
Flag missing service or timing answers for review before outreach.
Your customer lead list shows requested service, timing, and clear contact matches, with missing answers flagged before outreach.