Create client folder and send welcome email with link
Create client folder and send welcome email with link
Your appointment intake and client files are scattered, delaying session prep and blocking uploads. Prep improves: clients can upload materials before the visit.
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Overview
Scattered intake files slow down prep and frustrate clients before consults. This workflow guarantees a shared client folder and a personalized welcome email go out within minutes of booking, so your team sees uploads and is ready ahead of the appointment.