Ensure counselor bookings create client billing profiles

Lead counselors booking client sessions risk missed invoicing and payment setup delays. Ensure customer billing records are created at booking so owners and finance can invoice without manual setup.

Overview

Private practice counselors lose revenue when billing profiles aren't ready after bookings. This workflow creates or updates customer billing records at the moment sessions are scheduled, preventing invoice delays and manual setup. Owners and finance staff see faster invoice readiness and fewer missed charges.

Notable Features

Create customer billing profile
Attach session details to profile
Alert finance and owner