Create client contact from new intake booking today
Create client contact from new intake booking today
Your intake bookings lack a matched client record, leaving clinicians and admins unprepared. Create or update a contact with appointment details so your team can prepare the same day.
Overview
When a client books an intake, clinicians and intake coordinators need a complete contact and appointment in the CRM to prepare. This flow creates or updates the contact, tags the booking, and stores the appointment details so your team can be ready the same day.