Create consultation and transaction records from portal bookings
Create consultation and transaction records from portal bookings
Your portal bookings and payment references go untracked, causing manual entry and delayed billing. It creates consultation and transaction records so coordinators see confirmations same day.
Overview
When portal bookings and payments aren't processed, coordinators and billing waste hours reconciling schedules and receipts. This flow turns each booking webhook into consultation and transaction records so staff see confirmed appointments and payments same day.