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Create customer and send account credentials after booking

Create customer and send account credentials after booking

Your booked results calls arrive without store accounts or logins, forcing account managers into manual setup. Create accounts and email credentials so onboarding starts the same day.

Create customer and send account credentials after booking

Overview

Booked results calls should open the door to fast onboarding, not manual busywork. This flow creates the customer record, emails credentials, and logs the referral so account managers can start setup the same day and keep momentum with clients.

Create customer and send account credentials after booking