Notify staff in channel for every new client

You miss onboarding context when new client records sit unannounced. The team gets an immediate channel alert so intake and scheduling happen same day.

Notify staff in channel for every new client

Overview

When new clients sign up, intake often waits on manual checks and misses booking windows. This sends an immediate channel notice so practice managers and intake coordinators can begin onboarding and scheduling same day.

Notify staff in channel for every new client