Add new client to practice portal from intake form

When intake completions live only in your CRM, coaching staff can't start onboarding and scheduling stalls. You get enrollment-ready client records for immediate scheduling and outreach within minutes.

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Overview

Stop onboarding gaps caused by intake forms that never make it into your practice system. This flow creates enrollment-ready client records and issues invites the moment a contact's intake flag completes, so coordinators can schedule first sessions within minutes.