Create client dossier records from confirmed appointments now
Create client dossier records from confirmed appointments now
When confirmed appointments go unrecorded, advisors miss dossier context and billing slips. Capturing confirmations into client records keeps advisors prepared and billing accurate before meetings.
Overview
Confirmed bookings should populate client dossiers automatically so advisors and billing staff are ready before meetings. This integration captures bookings and dossier references into your client system within minutes, enabling preparation and same-day invoicing.