Mark canceled bookings and archive client records in sheet
Mark canceled bookings and archive client records in sheet
Canceled bookings lack a linked ledger entry, forcing manual lookup and delaying client credits. This marks the booking and appends an archival row so billing can complete credits same day.
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Overview
Canceled bookings often create manual work and delayed client credits for small consulting practices. This flow marks the original booking row and appends an archival entry so program coordinators and billing can reconcile and issue credits same day.