Create new client records from scheduled meeting bookings
Create new client records from scheduled meeting bookings
Your scheduled meetings often arrive without client records, causing intake gaps and delayed follow-up for advisors. Add or match clients at booking so advisors have context same day.
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Overview
Bookings that arrive without client records leave advisors unprepared and intake tasks untracked. Capture or create the client automatically at booking so advisors get full client context the same day and follow-ups happen before the meeting.