Add new booking leads to sheets and list

Your booking signups lack a single record, leaving intake and outreach fragmented. Add each booking to a lead sheet and mailing list so staff can start outreach same day.

Add new booking leads to sheets and list

Overview

New bookings are high‑intent opportunities but too often fall through the cracks when there's no single record. This workflow captures each booking into your lead sheet, subscribes the contact to your list, and alerts staff so outreach and intake prep start the same day.

Add new booking leads to sheets and list