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Create client and project for each new booking

Create client and project for each new booking

Your bookings arrive without client projects or intake details, causing prep gaps and missed session notes. Create client profiles and project folders automatically for same-day prep.

Create client and project for each new booking

Overview

When bookings don't create client records, intake and session prep slip and clients receive uneven experiences. This workflow turns each scheduled booking into a client profile and project so your team has intake context and can prepare same day.

Create client and project for each new booking