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Create customer record and remove stale entries from appointments

Create customer record and remove stale entries from appointments

Your free-call bookings aren't stored in a client list, causing manual lookups and missed outreach. Automatically add or update client records so coordinators can follow up the same day.

Create customer record and remove stale entries from appointments

Overview

When free-call bookings bypass your client list, coordinators chase details and families wait for follow-up. This flow captures or updates client records and removes stale entries so intake staff can respond the same day and keep outreach timely.

Create customer record and remove stale entries from appointments