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Create prospect and trial booking from booking emails

Create prospect and trial booking from booking emails

Your trial booking emails arrive untracked, leaving front desk without prospect details or scheduled slots. Add prospects and bookings so staff see appointments same day.

Create prospect and trial booking from booking emails

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Overview

Incoming trial bookings should turn into scheduled appointments and a logged prospect without manual entry. This flow creates the prospect, books the slot with a buffer, and alerts your team so staff have intake and session details same day.

Create prospect and trial booking from booking emails