Skip to content
Log inSign up
Templates
Create project records when a client reaches retainer stage

Create project records when a client reaches retainer stage

Your retainer bookings often miss client or schedule details, leaving coordinators unprepared. Teams get booking and contact details to schedule and prep the work same day.

Create project records when a client reaches retainer stage

Overview

When a client moves to retainer, coordinators often scramble to gather booking details and schedule work. This flow captures booking and contact details into your project workspace immediately, so teams can schedule and staff the job the same day.

Create project records when a client reaches retainer stage