Business owners: create client folders from booked appointments
Business owners: create client folders from booked appointments
Business owners lose onboarding momentum when 'Kostenlose Haaranalyse' bookings lack client folders. Create folders automatically so operations staff begin onboarding with organized files.
Overview
When client folders aren't ready, onboarding stalls and first impressions suffer. This workflow ensures qualifying appointments spawn organized client folders and onboarding checklists automatically, eliminating manual setup and preventing missing documents.
Notable Features
- Create client folders automatically
- Populate folders with onboarding checklist
- Notify operations of new clients