Send intake form emails to scheduled clients before appointments
Send intake form emails to scheduled clients before appointments
Your reception-confirmed appointments often lack intake forms, leaving coordinators unable to prepare. Automatically sending the intake link speeds collection so clients complete intake before the consultation.
Overview
When reception confirms appointments without completed intake, coordinators waste time chasing missing information; this flow ensures every confirmed booking immediately receives a branded intake link. That tightens prep, so intake is complete ahead of consultations and coordinators can focus on client care.