EasyMe + EasyPractice
Manage new EasyPractice appointments by creating or updating clients in EasyMe
With this workflow, you can seamlessly manage your client's information between EasyPractice and EasyMe. Once a new appointment is created in EasyPractice, it initiates an automatic update or creation of a client profile in EasyMe. This helps improve efficiency by minimizing manual data entry and ensuring all client information is up-to-date across both platforms.
With this workflow, you can seamlessly manage your client's information between EasyPractice and EasyMe. Once a new appointment is created in EasyPractice, it initiates an automatic update or creation of a client profile in EasyMe. This helps improve efficiency by minimizing manual data entry and ensuring all client information is up-to-date across both platforms.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Create or Update Client
Creates or updates a client.
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