Add intake form responses to client tracking sheet
Add intake form responses to client tracking sheet
Your intake form responses go unrecorded, causing missed enrollments and billing gaps. They are added to a central sheet so coordinators can enroll and bill on time.
Overview
Intake submissions are the start of client engagement — when they aren't recorded you face enrollment and billing delays. This flow captures every submission into a single tracking sheet so coordinators can enroll clients and issue invoices within minutes.