Update client records when bookings reach completed stage
Update client records when bookings reach completed stage
Your bookings can miss travel and rabies-risk info when deals close, leaving staff without arrival context. Updated client profiles give boarding staff arrival context and care notes same day.
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Overview
When booking deals close without travel and risk details, front-desk staff lack arrival context and guest care can be delayed. This flow keeps client profiles current in your operations system so boarding managers receive arrival context and care notes the same day, reducing handoffs and missed instructions.