Add meeting date and payment to contact records
Add meeting date and payment to contact records
Your bookings arrive without updated contact records, delaying intake and hiding payment context. Intake team can prepare cases same day when meeting date and payment are added.
Overview
When bookings don't update client records, intake stalls and cases miss payment context, creating delays and compliance headaches for small regulated practices. This flow writes meeting dates and payment details into contacts automatically so your intake team can prepare cases the same day and keep records audit-ready.