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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

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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