Tag new booking clients as Booked for operations

Your new bookings arrive without a clear booked status, so schedulers can't easily find clients confirmed for garden visits. Tagging on booking keeps schedulers and crews prep-ready the same day.

Tag new booking clients as Booked for operations

Overview

Untagged bookings add friction to daily scheduling and cost crews prep time. This flow tags clients and enrolls them in a booked segment so schedulers and marketing share a single accurate list, keeping crews prep-ready the same day.

Tag new booking clients as Booked for operations