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Appt Set, Set email Reminders 1 at 4 hrs and 1 at 30min, IF APPOINTMENT…
Appt Set
Shara/Kristine
Send Calendar Invite
Put in the body of the calendar event: Hey NAME! Looking forward to chatting with you to narrow down all your health plans! Attached are Zach & Kayla's state license for your records! Talk soon!https://www.healthycoveragecouple.com/
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Jardine
Send Imessage
Hey (NAME)! It's Kayla Young! 😊Thanks for scheduling an appt with (Appt Setter Name)for us to narrow down your plans!
Looking forward to chatting with you (today/tomorrow/weekday) at (time)! 👍🏼
Talk soon! In the meantime, feel free to check out my husband and I's site!
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IF APPOINTMENT CONFIRMS CHANGE COLOR IMMEDIATELY to either Zach or Kaylas confirmed color: (make sure your logged into Zachyounghealthadvisor calendar)
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Awesome! So sorry - so I accidentally got double booked today at our scheduled time! Good news! My husband Zach will be reaching out instead & he has all the notes 😊 (his cell: 407-548-4178), we look forward to helping you out!