Appointment Workflow Enrollment For Guests And Contacts

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Appointment Workflow Enrollment For Guests And Contacts

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In this episode of The Biz Pilot Briefing we cover an update that makes appointment workflows in Biz Pilot 360 smarter and more flexible. Automation that previously ran only for the primary contact can now enroll the contact only, contact plus guests, or guests only when using the Customer Booked Appointment or Appointment Status triggers. That means reminders, confirmations, and follow-ups can be sent automatically to every relevant participant without building separate automations. Businesses, marketers, and entrepreneurs will save time, reduce manual touchpoints, and improve communication for multi-participant meetings and onboarding flows. Note that guests added after the original booking aren’t enrolled retroactively, so adjustments should be planned accordingly. Learn more about Biz Pilot 360 at https://bizpilot360.ai.

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