Create consultation note and tag contact after booking
Create consultation note and tag contact after booking
Your consultation bookings often lack client answers and meeting context, leaving you unprepared for calls. Attach booking details and tags to contacts for timely follow-up ahead of the call.
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Overview
When consultations are booked, your practice principal and intake coordinator need client answers attached to the contact so they can prepare, propose, and bill efficiently. This workflow appends meeting context and tags the contact immediately, so staff are ready before the call and billing items can be prepared same day.