Counselors confirm telehealth sessions from intake forms with invites

Counselors at small practices miss appointments when intake forms aren't booked, causing client frustration. Then send calendar invites with meeting links so both parties receive confirmations.

Overview

Small private practices risk missed sessions and poorer patient experience when intake forms sit unbooked. This workflow turns each completed intake into a calendar event with a meeting link and confirmation, eliminating manual booking and ensuring every client receives a clear appointment. The result is faster handoffs, fewer missed bookings, and predictable session starts.

Notable Features

Create calendar events with meeting links
Send counselor and client confirmations
Attach intake and payment details