Create project from new appointment with client details
Create project from new appointment with client details
Your bookings arrive without project or payment context, so coordinators can't prepare or invoice. It creates structured project records with client and schedule details so work can start same day.
Overview
When bookings don't translate into projects, coordinators spend hours on manual setup and invoices get delayed. This flow converts each appointment into a standardized project record with schedule and payment context so coordinators can prep and invoice the same day.