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Manage client bookings, filter relevant appointments, find or create accounts, and engage clients with forms

Manage client bookings, filter relevant appointments, find or create accounts, and engage clients with forms

Manage client bookings for annual investment reviews by scheduling appointments in OnceHub, filtering relevant entries, creating or finding client accounts in PreciseFP, and engaging clients with tailored form templates for richer interactions.

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Overview

Manage client bookings for annual investment reviews by scheduling appointments in OnceHub, filtering relevant entries, creating or finding client accounts in PreciseFP, and engaging clients with tailored form templates for richer interactions.

Manage client bookings, filter relevant appointments, find or create accounts, and engage clients with forms