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Create service customer and add to email list

Create service customer and add to email list

Your payment customer records often don't reach scheduling or marketing, causing missed appointments and no welcome outreach. They get added to service and email lists so crews can act same day.

Create service customer and add to email list

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Overview

When customers pay at the point of sale, their contact and address details must flow to both scheduling and marketing or crews and campaigns stall. This flow captures each new customer, creates a service record and subscribes them so crews are scheduled and customers receive outreach the same day.

Create service customer and add to email list