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Create client contacts from consultation bookings for intake team before next workday

Create client contacts from consultation bookings for intake team before next workday

Your scheduled consultations land without being added to the contact system, causing missed prep and delayed intake. New client details populate contacts and the callback tracker so intake can prepare before the next workday.

Create client contacts from consultation bookings for intake team before next workday

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Create client contacts from consultation bookings for intake team before next workday