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Create appointment records from orders into team tracker

Create appointment records from orders into team tracker

You get booking orders with no job record or shared media folder, leaving shoots unprepared and billing delayed. Set a tracker item with folder link and dates so coordinators prep before the shoot.

Create appointment records from orders into team tracker

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Overview

Incoming bookings without a job record create chaos for small production teams—shoots get under-prepared and invoices slip. This flow converts each order into a tracked job with a shared folder and scheduled dates so coordinators can prepare and invoice reliably before the shoot.

Create appointment records from orders into team tracker