Add client entries from lead submissions to bookings
Add client entries from lead submissions to bookings
Your lead submissions often lack structured client records, delaying bookings and losing campaign attribution. It creates client records with source data so front desk can confirm bookings same day.
Overview
When lead submissions don't become client records, bookings slip and staff spends time fixing entries. This flow captures each submission into your scheduling database with marketing attribution so front-desk staff can confirm bookings same day and reduce manual work.