Add new client form entries to tracking sheets

Your client intake form submissions don't reach tracking sheets, causing onboarding and billing gaps. Rows are added to intake and general trackers so onboarding and invoicing proceed same day.

Overview

New client forms often bottleneck onboarding and delay invoices, leaving program coordinators and billing staff without timely records. This workflow logs every submission into both intake and general trackers so teams can begin onboarding and invoicing the same day.