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Keep Client Phone Records Up To Date
Keep Client Phone Records Up To Date

Automatically collect new phone numbers and update your PSA

Johannah Strobaugh avatar
Written by Johannah Strobaugh
Updated over a week ago

Keep your client phone records up to date

You have the ability to collect phone numbers of your clients and update their customer records with the numbers provided, automatically.

Our recommendation is to collect phone numbers where you may need to contact your client. ie: Phone Calls, Onsite Appointments, Remote Sessions, In-Person Appointments.

Navigate to the Appointment Type and open Appointment Details select Best Contact Number. To save the phone number in your PSA select Update Contact Details.

This is our collection of help articles containing detailed information on all features available in TimeZest: Features | TimeZest Help Center. If you have any questions, please feel free to reach out by clicking on the chatbox to the right or email [email protected].

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