Create booking triage card for new client requests
Create booking triage card for new client requests
Booking requests lack a triage task, so coordinators scramble and confirmations are delayed. A triage card is created per request so coordinators can source artists and confirm bookings the same day.
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Overview
When booking requests arrive without a clear task, coordinators waste time tracking context and confirmations slip. This workflow creates a single triage card, updates the contact, and schedules a follow-up SMS so booking staff can start sourcing artists and confirm requests the same day.