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Create wedding booking record and send agreement to client

Create wedding booking record and send agreement to client

You receive wedding deposits without a matching client record or agreement, causing scheduling delays. Create the client entry and send the service agreement so confirmations arrive same day.

Create wedding booking record and send agreement to client

Overview

When deposits land in accounting without a client record, scheduling and trial coordination stalls; this flow captures the payment, creates a booking record, and dispatches the service agreement. Scheduling coordinators get confirmations same day and can reserve trial dates faster.

Create wedding booking record and send agreement to client