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Create client appointment records and link to profiles

Create client appointment records and link to profiles

Your bookings sometimes arrive without linked client records, leaving intake notes and billing context incomplete. Link each booking to client records for same-day follow-up and billing readiness.

Create client appointment records and link to profiles

Overview

When bookings arrive without client context, intake and billing require manual reconciliation and slow follow-ups. This flow captures each booking and ties it to the right client record automatically, so intake coordinators can follow up and invoice the same day.

Create client appointment records and link to profiles