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Create triage cards from qualifying bookings for intake

Create triage cards from qualifying bookings for intake

Your scheduled bookings lack triage notes, leaving intake unclear and delaying client follow-up. Create cards with attendee context so coordinators can assign tasks the same day.

Create triage cards from qualifying bookings for intake

Overview

Qualifying bookings often arrive without triage, forcing manual copy-paste and missed follow-ups. This flow converts each qualifying booking into a triage card with attendee context so coordinators can assign and act the same day, restoring predictable intake.

Create triage cards from qualifying bookings for intake