Add evaluation bookings to your client intake list
Add evaluation bookings to your client intake list
Your evaluation bookings lack a central client record and paperwork, causing intake delays. You get logged records and automatic intake instructions, ensuring files are ready before appointments.
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Overview
Intake coordinators waste time rebuilding contact records and chasing paperwork after bookings, creating delays and cancelled slots. By logging every qualifying booking and sending intake instructions automatically, you get complete client records and ready files ahead of appointments.