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Create a consultation task and record for bookings

Create a consultation task and record for bookings

Consultation bookings often lack structured intake, leaving staff without contact details or prep context. Teams can prepare same day when a tracking task is created and client details are captured.

Create a consultation task and record for bookings

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Overview

When bookings don't produce a tracked task, prep falls through and consultants scramble; this flow turns every eligible booking into a task and captures contact and intake details so staff can prepare same day. It removes manual entry and preserves intake context ahead of each consultation.

Create a consultation task and record for bookings