Turn an approved request into an appointment

Once you've reviewed a client intake request and confirmed what the appointment actually requires, the request can move into your normal NEST order workflow.

### Confirm the final scope

Before moving the request forward, make sure you've reviewed:

* The service or package * Appointment method * Signer information * Appointment location or remote-session information * Documents and requested services * Applicable witnesses or additional requirements * Final pricing * Client billing expectations

The order should begin with the information you've confirmed, not simply whatever the client originally selected.

### Payment and confirmation

The point at which an appointment becomes confirmed may depend on the type of client and the billing terms that apply.

For clients who must pay before confirmation, the appointment should not be treated as confirmed simply because the intake form was submitted.

Approved business clients may follow the billing terms established for that relationship.

### Move the request into the order workflow

Once the request has satisfied the requirements for confirmation, move it forward into an order.

The order then becomes the working transaction record used throughout The NEST for scheduling, communications, Fee Breakdown, mileage, invoicing, payments, reporting, and relationships.

### The intake doesn't disappear conceptually

The intake explains how the work entered your business.

The order represents the work you're actually going to perform.

Keeping that distinction makes it possible to collect imperfect information from a client, review it professionally, and then create a clean operational record based on what you confirmed.

### Continue managing the appointment normally

After the request becomes an order, use the same order workflow you would use for work entered manually or imported from an assignment email.

The booking system gets the client through your front door.

The order workspace takes it from there.