Request missing approval evidence, route requests to reviewers. Every one is ready to run, and you can adjust it in plain language.
Book first meetings with available team members and reply to requesters.
Your meeting requests become round robin bookings, with an available host named in the confirmation email.
Find a shared consultation link for incoming client meetings.
Give colleagues the right team booking link to forward, with clarity on which staff can take the meeting.
Find a checked client consultation link for the right host.
Get a checked replacement for an invitee's booking link, with the right host and meeting type, or a clear reason to follow up.
Match new consultation requests to eligible hosts and open times.
Your coordinator gets a short list of available times and the right booking link in the request conversation, ready to share.
Choose an approved consultation link for a new inquiry.
Your colleagues get a clear answer about which booking link to share, based on your meeting guide and current meeting pages.
Match a new inquiry to the right consultation page.
Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.
Find a provider's booking page for a new client's first visit.
Give invitees the right calendar booking link for your host and meeting type, without sorting through appointment pages yourself.
Find the first consultation openings across qualified staff.
Offer the earliest round robin meeting times with a named teammate and a link that books that person.
Send agreements for approved intakes that need a signature.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.