Notify intake of authorized client payment for booking
Notify intake of authorized client payment for booking
When authorized client payments arrive, you may miss booking steps and delay consult scheduling. The workflow alerts your intake and client relations staff so bookings happen same day.
Overview
When client payments authorize, your intake process needs to move immediately or consult scheduling slips. This flow converts authorized charges into booking-ready emails to intake and client relations, so cases are scheduled and prepped same day.