Whole Heart
Shaun Wada
Problem:
Client wanted to have new projects booked through Honeybook to automatically contact contracted Videographers, collect information from clients, send collected data to Editors, and pay contractors.
Tools:
Airtable for Data Management and Forms
Zapier and Airtable for automations
Implementation:
Airtable to store client data, issue forms to videographer and clients to collect relevant information, and update relevant fields for Videographer availability and client preferences
Airtable Automations used to send forms on scheduled timeframe based on date of event client booked
Zapier to automate email communications to Client, Videographers, and Editor, sending calendar invitations for booking timeframes, and creating/updating Dropbox for asset management
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Posted Jul 15, 2024
A wedding videography company wanting to automate their booking system for both clients and contractors.
