Create contact and log visit from new check-in
Create contact and log visit from new check-in
Your front desk check-ins often don't create contact records, causing missed outreach and slow handoffs to program coordinators. Add contacts and log visits so outreach occurs same day.
Overview
When walk-in prospects aren't captured, outreach is delayed and handoffs stall. This flow captures check-ins, creates contact records with visit context, and gets support ops and coordinators started on outreach the same day.