Create booking record and link it to customer profile
Create booking record and link it to customer profile
Bookings arrive without linked contacts, leaving coordinators without attendee context. This captures booking info and ties it to contact records so coordinators have context ahead of the session.
Overview
When bookings come in without linked contacts, coordinators lack the attendee context they need and prep falls behind. This flow captures every booking, attaches contact context, and alerts ops so teams are ready before the session.