Create booking record, calendar event, and email segment
Create booking record, calendar event, and email segment
Your payment emails don't create bookings, so you manually add records and calendar events. It updates the client record, adds a calendar event, and enrolls the client in the right email segment.
Overview
When payment receipts arrive, manual booking entry and follow-up steal time from planning and client care. This flow turns those emails into updated client records, dated calendar bookings, and segmented subscribers so your coordinators and billing staff get booking-ready details same day.