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Create client contact and record from new booking

Create client contact and record from new booking

Your bookings sometimes lack a client record, leaving coordinators without contact details. Add or update client records automatically so coordinators have contact info within minutes.

Create client contact and record from new booking

Overview

When bookings arrive without linked client records, dispatch and billing lack contact details and work stalls. This flow creates or updates client contacts automatically so coordinators get contact info and bookings are actionable within minutes.

Create client contact and record from new booking