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Business owners: secure deposits and intakes at booking

Business owners miss bookings when deposit and intake links aren't sent. It emails deposit and intake links at booking so clients pay and submit intake before appointments.

Business owners: secure deposits and intakes at booking

Overview

Unsent deposit and intake links lead to reschedules and lost bookings, eroding client confidence and revenue. This flow guarantees each booking triggers an email with deposit and pre-assessment intake links so appointments are secured and booking records stay clean — teams report faster confirmations and fewer follow-ups.

Notable Features

  • Send deposit links on booking
  • CC clinician and business inboxes
  • Log each booking for tracking

Business owners: secure deposits and intakes at booking