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Create consultation document and log booking for client

Create consultation document and log booking for client

Bookings arrive without a filled intake or central record, leaving coordinators without client context. The workflow creates a consultation doc and logs the booking so files are ready before the appointment.

Create consultation document and log booking for client

Overview

When bookings come through, coordinators often lack a ready intake file and scramble to gather client details. This flow automatically produces a consultation document and records the booking so client files are complete and ready ahead of appointments.

Create consultation document and log booking for client