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Create customer and back-office task from new bookings

Create customer and back-office task from new bookings

When bookings arrive without a customer record or task, your back office can't prepare guests or waivers. You get contact records, a waiver event, and a follow-up task ready same day.

Create customer and back-office task from new bookings

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Overview

New bookings often land without a customer record or any assigned follow-up, leaving your team scrambling at checkout. This flow builds the contact, schedules the waiver event, and queues a back-office task so staff have everything ready same day.

Create customer and back-office task from new bookings