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Create client meeting record and alert your intake team

Create client meeting record and alert your intake team

Your intake often misses referral and form context when clients book, delaying prep. This creates a meeting record and immediate team alert for same-day follow-up.

Create client meeting record and alert your intake team

Overview

Stop losing context when clients book consults; missed referral details and absent prep stall intake and billing. This flow captures appointment details, logs them in your tracker, and pings intake so staff can act within minutes for same-day triage.

Create client meeting record and alert your intake team