Add workshop package code and update contact record
Add workshop package code and update contact record
Your intake submissions miss scheduling credits, leaving workshop bookings without package codes and forcing coordinators to issue codes manually. You get codes applied and CRM updated same day.
Overview
When intake records omit scheduling credits, coordinators waste time issuing package codes and bookings stall. This flow applies the six-session package code and logs it on the contact record so bookings are ready for scheduling same day.