Add appointment referral details to central tracker sheet
Add appointment referral details to central tracker sheet
Your appointment bookings sometimes arrive missing referral context, leaving coordinators unable to prioritize follow-ups. Capture referrals into a central tracker so coordinators can act same day.
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Overview
Missed referral details in bookings create unclear handoffs and slow project delivery. This flow captures referral metadata and timestamps from incoming appointments and logs them in your central tracker so coordinators get context and can act same day.