Create boarding request records and organized file folders
Create boarding request records and organized file folders
Your boarding form submissions arrive untracked, delaying check-in prep and scheduling. Staff can triage requests, with records and attachments stored in dated folders same day.
Overview
Intake slips piling up in email make scheduling and check-in prep slow and error-prone; this flow standardizes intake into your records and file store. Intake coordinators get a record, a dated folder of attachments, and an email alert so requests are triaged the same day.