Add initial consult date to prospect records automatically
Add initial consult date to prospect records automatically
Initial consult bookings often arrive unlinked to prospect records, leaving intake staff without appointment dates. This links appointments to prospects for same-day prep.
Overview
When initial consults aren't linked to prospect records, intake and billing lack the appointment context they need to prepare and invoice. This flow attaches booking dates to prospect profiles and your consults table so your team can prepare and invoice accurately same day.