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Create project records from new client bookings automatically

Create project records from new client bookings automatically

Client bookings arrive without structured project records, causing scheduling gaps and missed prep. Capture booking details into your project tracker so coordinators can prepare same day.

Create project records from new client bookings automatically

Overview

When bookings bypass your project tracker, coordinators scramble and schedules slip. This flow captures each confirmed booking into the project tracker and surfaces it to operations within minutes, enabling same‑day scheduling and cleaner handoffs.

Create project records from new client bookings automatically