Create waiver contacts and associate them to booking records
Create waiver contacts and associate them to booking records
Your booking waiver signers often lack CRM records, leaving guest contact and payment details untracked. They are added and linked to the booking so your team can confirm logistics before departure.
Overview
Uncaptured waiver signers create gaps in guest communications and billing. This workflow captures each signer as a CRM contact and links them to the booking so your booking managers can confirm logistics and payments same day. It turns scattered waiver data into a reliable contact list for pre-trip outreach.