Create 30-day pre-class tasks for upcoming rental events
Create 30-day pre-class tasks for upcoming rental events
Your course bookings lack a pre-class checklist, leaving signups and payments unverified. Create tasks 30 days before each event so coordinators confirm attendance and payments ahead of class.
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Overview
Course bookings without a repeatable pre-class process force coordinators into ad-hoc checks and missed payments. This flow creates a standard task and subtasks 30 days before each qualifying event so operations can confirm attendance, secure payments, and notify trainers ahead of class.