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Update client records with booked date from intake form

Update client records with booked date from intake form

Your onboarding forms capture meeting times but don't update client records, leaving coordinators without appointment context. It records the appointment date and flags the client for same-day action.

Update client records with booked date from intake form

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Overview

Intake forms often capture booking times that never make it back into the client database, leaving coordinators unprepared. This flow writes the appointment date and flags the record so program coordinators can act the same day and keep onboarding moving.

Update client records with booked date from intake form