Mark completed sessions as fulfilled in client records
Mark completed sessions as fulfilled in client records
Your completed sessions aren't marked fulfilled, causing billing and client status gaps that create manual work for coordinators. Mark sessions fulfilled automatically so invoices and records are accurate same day.
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Overview
Completed client sessions often slip through without a status change, creating billing and reporting friction for small consulting teams. This flow marks sessions fulfilled automatically so your program coordinators and billing staff see accurate records within minutes, eliminating manual updates and speeding invoice readiness same day.