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Add paid customers to your contact list and tag them

Add paid customers to your contact list and tag them

Payment records arrive without customer follow-up context, causing reconciliation delays and missed confirmations. Keep contacts updated and tagged for paid visits so staff can confirm bookings same day.

Add paid customers to your contact list and tag them

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Overview

When in-person payments aren't represented in your contact system, confirmations and targeted outreach slip through the cracks. This flow captures paid customers and appends payment context and tags so front-desk and campaign managers can confirm bookings and initiate outreach the same day.

Add paid customers to your contact list and tag them