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Create client consult records from bookings for intake coordinator before morning standup

Create client consult records from bookings for intake coordinator before morning standup

Your scheduled bookings arrive with inconsistent contact details, causing missed intake calls and delayed billing. New consults become unified client records so intake staff can follow up by morning standup.

Create client consult records from bookings for intake coordinator before morning standup

Create client consult records from bookings for intake coordinator before morning standup