Staff Task & Follow-Up Automation

Define rules that auto-create and assign to-dos when things happen — a new waitlist entry, an updated order, a booked appointment, a birthday, a field change. Tasks carry due dates, templated descriptions and one-tap actions, time-based reminders make sure nothing slips, and a completion-rate view lets managers measure follow-through per associate. It operationalizes clienteling so a follow-up is never forgotten.