Add new bookings to tracker and email clients

Your consultation bookings arrive without intake details, leaving staff to chase information. Ensure clients arrive ready by capturing bookings to a tracker and sending prep info, same day.

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Overview

When bookings don't flow into a single tracker, intake staff spend time chasing details and clients are unprepared. This workflow captures bookings, notifies intake coordinators, and sends targeted prep materials so clients arrive ready the same day.