Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Send the school office one daily report of reminders needing delivery review.
Get an afternoon report of school fee reminders that failed or lack delivery confirmation, so staff can follow up before payment is due.
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.
Send approved group mailings and return the marked recipient file.
Your mail merge goes out from the mailbox you choose, and your recipient spreadsheet comes back with results beside every row.