Hospitality booking lead: lock events, attach plans fast

Booking coordinators lose visibility when event stages change, creating prep gaps and risking guest experience. This workflow locks events and adds a shared plan for prep.

Overview

Booking coordinators risk guest satisfaction when event plans lag or go missing. This workflow moves confirmed events to a Locked-In status and delivers a living planning document to the record and the coordinator, removing last-minute guesswork. Customers report faster handoffs and fewer missed prep steps.

Notable Features

Set Locked-In status on change
Attach shared planning document to event
Notify booking coordinators with link