Add workshop package code and update client record
Add workshop package code and update client record
Your workshop orders lack booking codes and CRM context, forcing coordinators to hunt and delaying scheduling. You get codes added to client records so sessions can be scheduled same day.
Overview
When package purchases arrive without booking codes, program coordinators waste time and clients face scheduling delays. This flow issues the package code and appends it to the client record automatically so sessions are bookable same day.