Create monthly client booking records for operations review

Your bookings lack a central record, causing billing and ops to miss charges and scheduling context. It logs contact, service, date, and fee so teams can reconcile and follow up same day.

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Overview

Unrecorded bookings force your ops and billing teams into manual reconciliation and missed charges. This flow captures booking contact, service, date, and a formatted fee into your monthly bookings table, enabling same‑day reconciliation and faster follow-up.