Create booked contact and booking rows from payment
Create booked contact and booking rows from payment
Your paid bookings lack contact and schedule context, leaving reception and billing unprepared. This flow creates contact records and booking rows so staff can confirm appointments, invoice same day.
Overview
When customers pay online, your front desk and billing often lack the contact and booking context needed to act, which delays confirmations and invoicing. This flow turns each qualifying payment into an updated CRM contact and booking row within minutes so staff can confirm appointments and issue same-day invoices.