Create guest profile and map booking reference instantly

Confirmed appointments aren't added to guest records, leaving nurses without patient context. Create accurate guest profiles and booking mappings automatically before visits.

Create guest profile and map booking reference instantly

Overview

When a pipeline moves to confirmed, this flow creates a guest profile and stores a booking reference so your nurses and schedulers have patient context ahead of visits. That removes last‑minute calls and gets your team ready same day.

Create guest profile and map booking reference instantly