Add consultation records from bookings and alert billing

Your online bookings lack structured CRM records and billing context, so invoices and intake tasks often lag. Create consultation records and notify billing so staff can prepare before appointments.

Overview

When bookings don't flow into the CRM, billing and intake stall and staff scramble to gather information. This flow creates consultation records and alerts billing within minutes so coordinators and billing staff can prepare paperwork and invoices ahead of appointments.