Capture client details from Acuity Scheduling appointments in Salesforce
Capture client details from Acuity Scheduling appointments in Salesforce
Create and manage client records for in-home consultations with Acuity Scheduling and Salesforce. Capture and organize all relevant client information based on scheduled appointments for faster onboarding and improved client management.
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Overview
Create and manage client records for in-home consultations with Acuity Scheduling and Salesforce. Capture and organize all relevant client information based on scheduled appointments for faster onboarding and improved client management.