Tax Season Capacity & Waitlist Management
Manages a waitlist when firm reaches capacity, sets expectations, and auto-notifies when slots open
What This Automation Does
How It Works
Capacity Hit
All CPA calendars full through {{date}}
Enable Waitlist
Booking page switches to waitlist form
Waitlist Page
Capacity explanation, join waitlist, estimated wait time
Waitlist Confirmation
Position, estimated timeframe, what to prepare meanwhile
Waitlist SMS
'You're on our waitlist. Start gathering docs: {{checklist_link}}'
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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