Create rebook follow-up tasks from booking stage changes
Create rebook follow-up tasks from booking stage changes
Bookings moved to a rebook stage slip without a scheduled reminder, leaving coordinators unsure when to follow up. Create dated follow-up tasks so managers get clear next steps ahead of rebooking.
Overview
When a booking moves into the rebook stage, reminders can fall through the cracks and coordinators miss outreach windows. This flow automatically creates dated follow-up tasks and surfaces them to event managers, so rebooking outreach is scheduled and visible ahead of rebooking windows.