Update sold amount in appointment tracking spreadsheet row
Update sold amount in appointment tracking spreadsheet row
Your appointment records miss sold amounts after conversions, causing revenue and payout reports to misalign. It fills the sold amount so reporting and billing remain accurate same day.
Overview
When sold amounts are missing from appointment rows, reconciliation and billing teams spend hours manually matching records. This flow finds the matching appointment row and writes the sold amount so billing and operations get accurate data for same-day reporting.