Bookings connect a lead to scheduled service timing, owner responsibility, and follow-up tasks.
When to create a booking
Create a booking when the customer has confirmed the work should be scheduled or has provided enough availability for the business to coordinate final timing.
Recommended workflow
- 1Open the lead from the Leads Inbox.
- 2Confirm the customer, service request, and preferred timing.
- 3Create the booking and assign the right owner or team member.
- 4Send a confirmation only when consent and message purpose allow it.
- 5Keep the lead outcome in sync with the booking status.
What to track
- Scheduled date and time.
- Assigned owner or technician.
- Follow-up reminders.
- Reschedule or cancellation notes.
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