Providers who need client context around a booking
Keep relevant client details, forms and follow-up connected to the workflow.
A practical three-step workflow
- 1Choose the information needed
- 2Collect it with consent
- 3Use it for the relevant workflow
Working areas
- Client profiles
- Forms
- Consent-aware contact
Questions to consider
Can I collect any information I want?
No; fields and purposes should be reviewed for necessity, consent and policy before use.
Can clients update their details?
Available self-service and correction paths depend on the configured product workflow.