Extend client hold, update contact, and notify team
Extend client hold, update contact, and notify team
Your client booking holds lack expiry dates in the CRM, risking double-booked crews. The workflow records a hold expiry and alerts your dispatch team so conflicts are avoided same day.
Overview
When a booking hits the hold stage, missing expiry dates create last-minute dispatch chaos and double-booking risk. This workflow records a 7-day hold on the contact and alerts your dispatch channel immediately, so office managers can free or confirm slots the same day.