Service onboarding sequence : Proposal > Contract > Invoice > Booking
V
Valerie Di Paolo
It would be great to be able to send a packaged booking sequence and be able to pick what is included and required to complete the booking.
Send information proposal that they can agree to and pick the package(s) they want to purchase, which takes them to the contract connected to the service the picked (or we can add a list of services based on what they picked in the proposal), then the invoice right away (including what they picked in the proposal), then (if booking required) book a date for the first appointment. Each section is only consider completed when all steps are complete.
The client then receives 1 email with all the pdfs and booking confirmations (contract pdf, Invoice pdf, booking confirmation info)
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