Add new booking customers to marketing list and tasks
Add new booking customers to marketing list and tasks
Your party bookings don't reach marketing lists or the task queue, leaving coordinators without guest context. Add contacts, log interactions, and create follow-up tasks so outreach and prep occur same day.
Overview
When a customer books a party, this flow captures their contact, logs the interaction, and fires a task to operations so marketing and venue staff can follow up same day. That reduces manual handoffs and ensures confirmations and upsell outreach happen before the event.