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Create client application records for boarding order intake

Create client application records for boarding order intake

Storefront boarding orders often lack structured intake, causing missed pet details. Create client application records so coordinators can schedule and bill the same day.

Create client application records for boarding order intake

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Overview

Boarding orders with intake buried in line items force your staff to chase details and delay scheduling. This flow captures and formats those details into your client tracker so coordinators can schedule and bill the same day.

Create client application records for boarding order intake