Check forms for missing details, return them for correction. Every one is ready to run, and you can adjust it in plain language.
Email ready view exports to the teammate handling each handoff.
Your partner handoff uses the columns and rows you prepared in your saved view. The CSV arrives by email with a row count and field notes.
Show confirmed visits on the calendar and flag missing addresses.
Your clients get a personal appointment confirmation email after staff agree on a booking, with a link to check the details.