Mark first client visits and update tracking records
Mark first client visits and update tracking records
Your completed visit entries from scheduling often go untracked, delaying review outreach and welcome campaigns. It updates visit counts and task status so marketing can request reviews same day.
Overview
When first visits aren't tracked, review and welcome outreach misses its window and manual work piles up. This flow captures the completed visit, increments client visit counts, and updates the task status automatically so marketing can request reviews and start nurture campaigns the same day.