Create customer record from new booking for billing
Create customer record from new booking for billing
New appointment bookings lack customer profiles, forcing your front desk into manual billing and delaying outreach. Create billing-ready customer records so staff can bill and follow up the same day.
Overview
Stop losing time to manual customer entry at the point of booking. This creates billing-ready customer profiles from each new booking so front-desk staff and owners can accept payment and contact clients the same day.