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Create client record and appointment activity from bookings

Create client record and appointment activity from bookings

Your bookings can arrive without a linked client record, leaving follow-ups unlogged. It creates or updates the client and logs the appointment so your agents have context the same day.

Create client record and appointment activity from bookings

Overview

Every scheduled meeting should automatically create or update a client record and log the appointment so agents arrive prepared and commission tasks are visible. This removes manual entry and ensures follow-ups and commission readiness happen the same day.

Create client record and appointment activity from bookings