Automated Client Data Sync and Tracking:

When a new client is added or updated in Practice Better, their information (e.g., contact details, health history, and appointment data) is synced with Airtable. Airtable organizes this data into customizable views and tables, making it easy to monitor client progress, engagement, or follow-ups. Provides a centralized, easy-to-navigate database for tracking client interactions and ensuring no critical information is missed.

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Appointment Tracking and Status Management:

Practice Better sends appointment information to Airtable in real-time, updating the status of bookings (e.g., confirmed, completed, or canceled). Staff can filter appointments by status or date, ensuring smooth operations and proactive follow-ups. Enhances appointment management and helps practitioners stay organized with real-time data on scheduled sessions.

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Task and Workflow Automation for Follow-Ups:

After sessions are completed in Practice Better, follow-up tasks (e.g., sending resources or scheduling future appointments) are automatically created in Airtable. Staff can track the progress of these tasks in Airtable, with automated reminders for incomplete actions. Ensures timely follow-ups and streamlines workflows, improving client satisfaction and operational efficiency.