Skip to content
Log inSign up
Templates
Create client records and onboarding cards from bookings

Create client records and onboarding cards from bookings

Your booking invitees arrive without a Jobber client record, leaving intake incomplete and crews missing address. Ensure intake accuracy by creating client records and onboarding cards same day.

Create client records and onboarding cards from bookings

Overview

Bookings that don't create client records force manual intake and risk missed details at dispatch. This flow auto-creates client records and posts onboarding cards to your project board, giving operations and project owners same-day readiness.

Create client records and onboarding cards from bookings