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Create client project folder and booking row for events

Create client project folder and booking row for events

Your signed contracts often arrive without a project folder or tracker, causing prep delays. You get a client folder and booking row created automatically so production can prep same day.

Create client project folder and booking row for events

Overview

When signed contracts arrive without structure, production time is lost and client handoffs suffer. This flow creates a dated client folder and booking row immediately after signature, so your production coordinators can begin prep the same day and avoid last-minute scrambling.

Create client project folder and booking row for events