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Project managers capture client contacts from calendar invites

Project managers capture client contacts from calendar invites

Project managers miss client records when invite creators aren't captured, causing intake delays and billing gaps. Create or update client and contact records from event creators so intake and billing start follow-up with accurate info.

Project managers capture client contacts from calendar invites

Overview

Missing client records cause intake delays and billing gaps that burden project managers and billing staff. This workflow captures calendar invite creators into your practice system and links them to events, eliminating missed contacts so intake and billing begin follow-up with accurate client details and less manual chasing.

Notable Features

  • Create or update client records
  • Extract creator email and name
  • Notify intake and billing teams

Project managers capture client contacts from calendar invites