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Intake, Booking & Onboarding

Forms, calendars, and onboarding flows that turn prospects into booked, onboarded clients.

Intake, booking, and onboarding templates handle the messy first mile of a client relationship: forms, scheduling, reminders, deposits, and kickoff checklists. They are built for service businesses that lose clients to slow follow-up and manual scheduling. Each template arrives deploy-ready with calendar sync, payment collection, and notification flows already wired, so the work left is branding and copy, not plumbing.

2 templates