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Create client intake records and notify intake coordinator

Create client intake records and notify intake coordinator

Your booked appointments without matched client records cause intake gaps and slow advisor readiness. Intake coordinators get complete client records and appointment context for same-day follow-up.

Create client intake records and notify intake coordinator

Overview

When client bookings arrive without matched records, intake stalls and advisors can't prepare. This flow turns a booking webhook into a complete client record and appointment context, enabling intake coordinators to follow up the same day and accelerate billing readiness.

Create client intake records and notify intake coordinator