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Require client contact in online scheduler

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Require a client contact in online scheduler flows even when a buyer agent is the person booking. The transcript showed that buyer agents can skip entering the client because the client field is optional in additional contacts, which leaves orders without the expected client contact.

Posted by Linear ·
Status: Planned1 comment

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Comments1

  • Catherine Lemoine

    •

    May 27

    We need to require all contact fields during scheduling. FN, LN, email, and phone number for required parties. If something MUST be skipped, internal scheduler can check box for email not available or something. SS from PestPac. We are losing money on PIR by not having client contact info, but also agents are not receiving critical automations due to these fields being skipped.