Create appointment records with intake for staff prep
Create appointment records with intake for staff prep
When bookings lack intake, your appointment records miss client and companion details, leaving staff underprepared. It populates appointment records with intake fields so staff have context before sessions same day.
Overview
Missing intake forces staff to scramble before sessions; capturing booking and intake data into your appointment database fixes that. Program coordinators get full client and companion context within minutes so teams can prepare the same day.