Create client session records from online bookings immediately
Create client session records from online bookings immediately
Your bookings lack linked cases, leaving counselors without client context and delaying intake. Creating CRM session records with case links gives staff context and billing readiness same day.
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Overview
When a client books, your CRM immediately gets a session record linked to the right case so counselors and program coordinators have context at booking. That eliminates manual entry and ensures intake and billing are ready the same day.