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Create or update client records from new bookings

Create or update client records from new bookings

Bookings with new instructors can cause missing or duplicate client records. It creates or updates central client records so project managers get correct contact and instructor info same day.

Create or update client records from new bookings

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Overview

If bookings don't flow into your client database, project managers spend time reconciling missing contacts and instructor assignments. This flow captures each booking into your central table and appends instructor IDs within minutes so teams have accurate prep info before sessions.

Create or update client records from new bookings