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Update event planning card when contract payment posts

Update event planning card when contract payment posts

Your paid contracts aren't linked to planning cards, forcing manual checks and delaying session prep. Add payment status, attach the PDF, and update next steps so coordinators can act same day.

Update event planning card when contract payment posts

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Overview

When clients pay, your planning board should show that immediately instead of making coordinators hunt for contracts. This flow posts payment status, attaches the signed PDF, and updates next steps so bookings are confirmed same day.

Update event planning card when contract payment posts