Send pre-appointment release form to paid booking clients
Send pre-appointment release form to paid booking clients
Down payments often arrive without a completed release form, leaving bookings unprepared. It emails the form immediately so coordinators receive it before appointments.
Workflow preview:
Zap details:
Overview
When a client pays, you still need a completed release form to prepare the booking—manual follow-ups waste time and risk day-of cancellations. This workflow emails the required form immediately and links the sent thread back to the booking so coordinators have paperwork ahead of appointments.