Create client rows in operations table from new clients
Create client rows in operations table from new clients
New client sign-ups stay in the booking app without a shared operations record, forcing manual entry. Consolidate client rows so coordinators can prepare profiles and schedule visits same day.
Overview
Stop relying on manual copy-and-paste for new client setups. This flow captures every new pet owner and creates a clean operations row so onboarding coordinators and schedulers can act immediately, usually within minutes and often same day.