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Create consultation project and invoice when meeting booked

Create consultation project and invoice when meeting booked

Your consultation bookings lack a linked project and invoice, causing manual entry and delayed client onboarding. It creates project and billing records so teams can proceed same day.

Create consultation project and invoice when meeting booked

Overview

Stop onboarding delays caused by meetings that never materialize as projects or invoices. This flow turns every booked consultation into a linked project and billing record so program coordinators and billing staff can act the same day.

Create consultation project and invoice when meeting booked