Never miss unpaid appointment balances for finance teams

Finance coordinators miss unpaid bookings buried in calendars, risking lost collections before the due date. Follow-up task cards appear for unpaid bookings so finance can recover payments.

Overview

Missed appointment payments create audit headaches and put month-end close at risk. Convert every unpaid booking into a prioritized task card so finance can chase recoveries, reduce missed follow-ups, and maintain clearer audit trails.

Notable Features

Create follow-up task cards
Flag appointments with outstanding balances
Prioritize collections by due date