Apply confirmed label and timestamp notes to bookings
Apply confirmed label and timestamp notes to bookings
Your appointment records miss confirmed status after lead stage changes, creating day-of prep gaps for project managers. Add labeled timestamped notes so teams see confirmations same day.
Overview
Confirmed leads often advance without visible booking updates, leaving project teams unprepared on the day. This flow stamps bookings with a confirmed label and timestamped notes so scheduling coordinators and project leads see clear, same-day confirmation context.