Create session workbook and email client with link
Create session workbook and email client with link
Your session signups often lack a shared editable contact workbook, stalling prep and forcing manual file creation. Receive a pre-created editable workbook emailed to clients so prep can begin same day.
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Overview
Stop spending studio time copying files and chasing session details. This flow creates a session workbook from your template and emails an editable link to the client within minutes, so project managers can begin prep same day.