Add completed member services to team tracking spreadsheet

Your completed service appointments aren't reaching campaign lists, causing missed offers and slow retention outreach. They are logged to tracking sheets automatically so marketing can act same day.

Overview

When completed service events don't flow into your campaign lists, marketing misses timely retention and upsell opportunities. This workflow captures completed service events, formats dates, and places them into segmented tracking sheets so campaign managers can launch outreach the same day.