Create new client and booking from intake form
Create new client and booking from intake form
Your portrait booking form submissions sit unprocessed, leaving client details out of your pipeline and delaying confirmations. Get fast follow-up and confirmations the same day.
Overview
When booking submissions pile up, shoots and confirmations slip through the cracks; this flow captures web inquiries into your CRM and opens a deal for each client so you can follow up the same day. It transforms scattered form entries into a predictable pipeline and faster confirmations.