Practice Better + Wave
Create new Wave customers from new Practice Better clients
When a new client is added in Practice Better, this workflow seamlessly transitions their details into Wave, creating a new customer record. This automation process streamlines your client management, reducing manual data entry and saving you precious time. It ensures all client information is readily available in your Wave account, making for a cohesive and organized financial management experience.
When a new client is added in Practice Better, this workflow seamlessly transitions their details into Wave, creating a new customer record. This automation process streamlines your client management, reducing manual data entry and saving you precious time. It ensures all client information is readily available in your Wave account, making for a cohesive and organized financial management experience.
- When this happens...New Client
Adds a new client to your account.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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