Create booking row and send agency confirmation email
Create booking row and send agency confirmation email
Your bookings and agency contact details are stored separately, causing manual lookups that delay confirmations and staff prep. It records the appointment, creates the client row, and sends agency confirmation same day.
Overview
When bookings and agency contacts live in different systems, staff waste time reconciling details; this flow centralizes appointment records, creates client accounts, and sends agency confirmations. The result: coordinators get complete context and confirmation within minutes, enabling same-day prep.