Create client booking records and flag repeat visits
Create client booking records and flag repeat visits
Your appointment bookings lack a unified client record, leaving repeat visits and follow-up tasks untracked. The workflow creates or updates a client record and flags returning visitors same day.
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Overview
When bookings don't feed into a single client list, reception and owners miss repeat business and waste time reconciling records. This flow captures every booking into a central table and flags returning clients within minutes, so your team can act on priority outreach the same day.