Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Book new client requests with the right available team member.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
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.
Flag unanswered service and timing questions before follow-up.
Your customer lead list shows requested service, timing, and clear contact matches, with missing answers flagged before outreach.