Keep customer yearly add-on counts accurate for business owners
Keep customer yearly add-on counts accurate for business owners
Business owners see completed bookings not update add-on totals, causing eligibility gaps and manual audits. It increments yearly add-on counters so operations staff enforce eligibility.
Overview
Missed add-on updates create eligibility disputes and extra manual audits that distract operations and risk incorrect renewals. This workflow ensures every qualifying booking updates the customer's yearly add-on record, giving operations a reliable source of truth so they can enforce eligibility consistently. The result is fewer manual checks and clearer customer eligibility decisions.
Notable Features
- Increment customer yearly add-on counters
- Filter bookings for qualifying add-ons
- Notify operations on exception cases