Create structured appointment rows from booking intake forms
Create structured appointment rows from booking intake forms
Your appointment intake is scattered after booking, leaving advisors without context for student loan consults. It logs each booking into a central sheet for same-day team access.
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Overview
If intake fields don’t land in a single place, advisors waste time hunting for context and prep is delayed. This flow guarantees each booking becomes a complete row in your central sheet, so program coordinators and advisors can act on consults the same day.