Add completed appointment clients to marketing contact list
Add completed appointment clients to marketing contact list
Your appointment orders and client details don't always reach marketing contacts, delaying post-visit offers. Keep contacts and order totals synced so you can run same-day follow-ups and receipts.
Overview
If contact and order details don't land in your marketing list, same-day offers and rebookings slip through the cracks. This flow captures client info and computes order totals as visits close, enabling targeted follow-ups and receipts within minutes.