Notify staff when booking has no matching contact
Notify staff when booking has no matching contact
You receive bookings that don't match any CRM contact, leaving appointments unlinked and staff without client context. Alerts let coordinators add the contact and prepare the booking same day.
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Overview
When bookings arrive with no CRM match your coordinators waste prep time and clients get a disjointed experience. This workflow alerts your operations lead immediately so the contact can be added and the booking prepared same day.