To enable the following experiences it's key that you have access to your client intake data:
- At a minimum, you will need a list of your clients who are apart of the intake process.
- the related contact information (mobile phone number and email address) of the person who is to be delivered the welcome updates and associated communication.
- To provide a better experience, having the clients name, approval statuses and summary of services to include within the body of each communication.
