Update customer add-on counts after each completed booking
Update customer add-on counts after each completed booking
Your completed bookings with yearly add-ons leave customer records stale and create missed renewal opportunities. Keep add-on counters current so eligibility and renewals are visible the same day.
Workflow preview:
Zap details:
Overview
Keep your add-on usage data accurate without manual entry so operations and leadership can act on renewals and fulfillment immediately. By updating counters the moment a booking completes, eligibility and reporting stay current the same day and reconciliation work drops.