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Create client folder and attach to booking record

Create client folder and attach to booking record

Confirmed bookings lack a client folder, scattering host and guest documents. You get a linked folder on the booking so hosts and coordinators access documents same day.

Create client folder and attach to booking record

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Overview

When confirmed bookings generate folders automatically, hosts and coordinators find everything in one place and can prepare guests sooner; folders appear on the booking record same day. This reduces last-minute scrambling and guarantees document access ahead of arrival.

Create client folder and attach to booking record