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.
How should forms fit around a booking?
Collect only the information needed for the stated purpose and connect it to the relevant step in the approved workflow.
How should sensitive information be handled?
Follow the approved privacy and security documentation; do not place sensitive health information in open contact text.