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Create client record and schedule reminder from booking

Create client record and schedule reminder from booking

Booked appointments lack client records or folders, delaying onboarding and follow-up. Create the contact, client folder, spreadsheet row, and schedule a reminder same day.

Create client record and schedule reminder from booking

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Overview

When bookings arrive, they should create a prepared client record—not more manual steps. This workflow turns each booking into a contact, client folder, registry row and a scheduled reminder so intake and marketing ops can follow up the same day.

Create client record and schedule reminder from booking