Create contacts from receptionist new-client messages for intake
Create contacts from receptionist new-client messages for intake
Your receptionist's new-client messages don't become contact records, creating intake and scheduling gaps. It adds those callers as contacts so staff can follow up same day.
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Overview
When new-client calls arrive without a saved contact, intake and scheduling stall and staff waste time rekeying details. This flow captures receptionist messages and creates contact records immediately so your front-desk can outreach and book appointments the same day.