How it works
Every kind of change a voice note can make, such as a note, a booking, a move, a cancellation, a life item or a connection, is either Ask first or Automatic for you. Ask first shows the card and waits. Automatic saves at once and shows an Undo banner.
Everything starts as Ask first. Switch a kind to Automatic only once you trust what you are hearing back.
- Open Your account and follow the Rapport link to Changes from voice.
- For each kind of change, choose Ask first or Automatic.
- Changes with a question (“Which Jenna?”), a failed check (the slot is taken) or a health detail always ask, whatever you chose.
Team rules
The owner and admins can set rules for the team. By default, cancellations and deletions by staff are always Ask first. A team rule wins over a personal setting.
Tip: Automatic is never silent. Each automatic save shows a banner with Undo for ten seconds, and it stays in Recent changes for 30 days.