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Create client record and appointment on new booking

Create client record and appointment on new booking

Your bookings arrive without client records, causing intake confusion and missed conflict checks. It creates prospect records and appointment entries so coordinators have meeting context same day.

Create client record and appointment on new booking

Overview

When bookings arrive without client records, intake coordinators waste time and risk missed conflicts; new prospects can slip through. This flow turns each qualifying invitee into a prospect and an internal appointment so intake staff have meeting context same day.

Create client record and appointment on new booking