Save group docs into client folders for bookings
Save group docs into client folders for bookings
Your group booking confirmation emails sit in your inbox unfiled, delaying supplier checks and itinerary prep. Save attachments into client folders for same-day access.
Overview
When group confirmations pile up in an inbox, account executives and fulfillment staff waste time hunting for attachments and risk late supplier checks. This workflow files each confirmation into the right client folder automatically so booking teams have documents available same day for itinerary and supplier follow-ups.