Keep inquiry records updated when deposits are received
Keep inquiry records updated when deposits are received
Operations coordinators miss deposit notices when orders don't flag inquiries, delaying scheduling and causing booking conflicts. It marks the inquiry 'Deposit paid' so ops can proceed with scheduling.
Overview
Missed deposit flags delay scheduling and create operational friction for operations coordinators. This workflow marks inquiries as 'Deposit paid' and alerts staff, eliminating missed payment flags so scheduling proceeds without chasing payments.
Notable Features
- Mark inquiry as deposit paid
- Match payments to inquiries by email
- Notify operations when update fails