Operations

Booking Pages

Fact Finder, Event Follow-Up, Annual Review, and other public booking surfaces.

Public booking live. Activate a page to expose it at /book/<slug>. Submissions on pages with approval required land in the scheduling request queue. Auto-confirm pages create the appointment, send the email + ICS invite, and schedule reminders. When the DB is bootstrapped, public traffic will route through a SECURITY DEFINER RPC keyed on the slug — never the raw tables.

Fact Finder

Fact Finder — Public Booking

active

Public booking surface for Fact Finder calls. Phase 4b enables public submissions via SECURITY DEFINER RPC.

Slug
/book/fact-finder
Owner
Marisol Lopez
Duration
45 min
Approval
Auto-confirm
PhoneZoom
activeView public

Event Follow-Up

Event Follow-Up — Quick Call

active

Used by attendees to book a 20-minute follow-up.

Slug
/book/event-follow-up
Owner
Donna Pinder
Duration
20 min
Approval
Auto-confirm
Phone
activeView public

Annual Review

Annual Review

draft

Existing-client annual review booking page.

Slug
/book/annual-review
Owner
E.A. Pinder III
Duration
45 min
Approval
Required
ZoomOffice
draftPreview