Create booking record, invoice, calendar event for couples

You get booking forms missing contact or date, which stalls contracts and prep. Capture bookings into client records, create a draft invoice, and add an event to confirm same day.

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Overview

When booking forms arrive, manual copying into accounting and calendars wastes hours and risks missed confirmations. This workflow captures each submission into client records, drafts an invoice, saves a booking note, and adds a calendar event in minutes so coordinators can confirm details the same day.