Create booking tasks from paid appointments for staff
Create booking tasks from paid appointments for staff
Your paid bookings don't create team tasks, so staff miss prep and follow-ups. Create task cards with due dates and owners so services are prepared same day.
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Overview
If paid bookings aren't converted into actionable tasks, staff miss prep windows and follow-ups slip. This workflow creates structured task cards with due dates and assigned owners within minutes of payment so services are prepared same day.