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Create follow-up task from new client booking entry

Create follow-up task from new client booking entry

Your discovery bookings lack follow-up, so client intake and outreach get delayed. It creates a follow-up task so staff start outreach and intake the same day.

Create follow-up task from new client booking entry

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Overview

Turn every new discovery booking into an actionable card so your front‑desk and therapists never miss intake steps. Cards are created and routed to your sales board within minutes, enabling same‑day outreach and better‑prepared appointments.

Create follow-up task from new client booking entry