Skip to content
Log inSign up
Templates
Create a client folder for each new booking

Create a client folder for each new booking

Your bookings arrive without a client folder, scattering intake documents and delaying prep work. Folders are created automatically so coordinators have materials ready ahead of the appointment.

Create a client folder for each new booking

Overview

Stop scrambling for client files the morning of appointments—this flow creates a dedicated client folder as soon as a booking is made. Your coordinators can collect intake documents and be fully prepared ahead of the appointment.

Create a client folder for each new booking