Keep trip forms organized when bookings are created

Trip coordinators miss creating trip folders after bookings, causing lost waivers and delayed prep. This workflow creates a dated customer folder for each booking so paperwork is ready for departure.

Overview

Missing trip paperwork causes late prep and stressed coordinators. This workflow ensures a dated, customer-specific forms folder exists for every booking, eliminating manual folder setup and giving coordinators immediate access to waivers and itineraries. That leads to fewer missing documents and smoother trip preparation.

Notable Features

Create dated customer folders per booking
Attach booking and customer details
Notify trip coordinators about folders