Help business owners capture client intake and follow up
Help business owners capture client intake and follow up
Business owners collecting boarding intake miss contact details, causing booking and billing mistakes. It adds form submissions to your client database so front desk and sales follow up fast.
Overview
Business owners risk missed bookings and billing errors when intake contacts aren't captured. This flow turns every boarding form into a client record, removing manual entry and improving booking and billing accuracy. Expect faster follow-ups and fewer missed contacts.
Notable Features
- Create client records from forms
- Notify front desk and sales
- Prevent duplicate contact creation