Operations

Event Follow-Up — Patrice Moreau

Event Follow-Up

Back to appointments
Calendar·Appointments·Event Follow-Up — Patrice Moreau

Wrap-up needed

How did this appointment close?

It’s been more than 10 minutes past the scheduled end. Pick a closing status so the audit log is accurate.

Phase 4b will write each choice into audit_logs and kick off the right follow-up automation.

ScheduledPhone

Sunday, May 3, 2026 · 4:00 PM – 4:20 PM · America/New_York

Follow-up call after the EA Pinder retirement workshop.

Primary client

Patrice Moreau

Household

—

Organizer

Donna Pinder

Related event

EA Pinder Retirement Readiness Workshop

Location name

—

Location address

—

Phone

+1 555 411 0099

Zoom

Will be created in Phase 4b

Google Calendar

Sync wires up in Phase 4b

Client confirmation

pending

Phase 5b status

Reschedule, cancel, complete, no-show, and attendee modifications all write to the canonical appointment store and immediately update the contact record + master calendar. SMS/email confirmations are Phase 6 (Communications). Zoom auto-create and Google Calendar push wire up in Phase 4b. AI scheduling assistance proposes — humans finalize.

Manage appointment

Status & modifications

Reschedule, cancel, complete, or update attendees. Changes are immediately reflected on the master calendar, the appointments list, and the originating contact record.

Remove attendee

  • Donna Pinder · Lead Agent

Attendees

Internal staff & participants

Solves the GHL limitation. One client appointment, many internal participants — each with a named role: Lead Agent, Required Co-Presenter, Office Manager, Observer, Support.

Donna Pinder

Office Manager

Lead AgentRequiredaccepted
No required co-presenter on this appointment.

Activity

No activity recorded yet in this session.