COOs: keep subaccount appointment pipelines routed by location

COOs lose appointment form submissions that route to wrong subaccounts, causing missed patient leads. It routes each website lead into the correct subaccount pipeline so local teams confirm bookings.

Overview

Misrouted appointment leads create gaps in patient intake and operational headaches for COOs. This workflow ensures every website appointment lands in the correct subaccount pipeline so local booking teams confirm appointments, eliminate missed follow-ups, and give ops a clear routing audit trail.

Notable Features

Route web leads by location
Create lead records in subaccounts
Notify local booking teams instantly