Create or update client accounts, and send questionnaire for new appointments in Acuity Scheduling and PreciseFP
Create or update client accounts, and send questionnaire for new appointments in Acuity Scheduling and PreciseFP
Create client accounts and engage them with a questionnaire before meetings. When a new appointment is scheduled in Acuity Scheduling, find or create an account in PreciseFP and send the necessary forms for completion.
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Overview
Create client accounts and engage them with a questionnaire before meetings. When a new appointment is scheduled in Acuity Scheduling, find or create an account in PreciseFP and send the necessary forms for completion.