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Create client record and send intake questionnaire for new bookings

Create client record and send intake questionnaire for new bookings

Your booking submissions lack a client record and minors addendum, slowing intake coordinators and billing. It creates the client and sends the minors intake questionnaire so coordinators get signatures and prepare billing same day.

Create client record and send intake questionnaire for new bookings

Overview

Create client record and send intake questionnaire for new bookings