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Create session tasks and billing reminders from bookings

Create session tasks and billing reminders from bookings

Private session bookings arrive without prep or billing tasks. Sessions are prepared and billed same day thanks to created prep tasks, a follow-up subtask, billing reminders, and a logged booking.

Create session tasks and billing reminders from bookings

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Overview

Bookings that don't generate prep or billing tasks leave coordinators scrambling and slow down invoicing; this flow turns each private session booking into assigned prep work, a follow-up subtask, and a billing reminder. Coordinators get clear assignments and billing sees reminders within minutes so sessions are prepared and invoiced same day.

Create session tasks and billing reminders from bookings