Add booking submissions to customer pipeline and ledger
Add booking submissions to customer pipeline and ledger
Booking form submissions go unprocessed, delaying payment reconciliation and trip manifests. It sends bookings to CRM and payments sheet so coordinators can reconcile and assign staff before departure.
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Overview
Unprocessed bookings delay manifests, payment reconciliation, and pre-trip staffing. Route each form submission into your customer pipeline and payments ledger so coordinators and billing staff reconcile and assign medical support ahead of departure.