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Update client visit counts from calendar booking events

Update client visit counts from calendar booking events

Your site visit events lack linked client records, leaving coordinators unsure of visit history. Updating counts keeps schedulers ready for same-day dispatch and helps next-day follow-up.

Update client visit counts from calendar booking events

Overview

If your schedulers and field coordinators rely on calendar bookings to plan work, missing client visit counts slow decisions and handoffs. This flow keeps client visit tallies current within minutes of a site-visit event so teams can prioritize and dispatch the same day.

Update client visit counts from calendar booking events