Send deposit and intake links to new bookers

Your bookings arrive without deposit payment or intake context, delaying clinician prep and risking reschedules. Send deposit and intake links and log outreach so bookings are secured same day.

Overview

Missed deposits and incomplete intake forms create last-minute reschedules and reduce clinician prep time. This flow sends clients the deposit and intake links, CCs the clinician, notifies the team, and logs outreach so bookings are secured same day and clinicians receive intake details before appointments.