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Add client birthdays and handles to roster for reception before next workday

Add client birthdays and handles to roster for reception before next workday

Your intake forms miss birthdays and social handles, causing missed client touchpoints and scattered records. Reception gets unified roster entries and yearly reminders so acknowledgements happen before the next workday.

Add client birthdays and handles to roster for reception before next workday

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Add client birthdays and handles to roster for reception before next workday