How do I let a client business owner know when someone books, without them logging in to a CRM?

Add a notification step to the workflow that sends the business owner an email or text message with the booking details every time somebody books. For example, every time somebody books a roof inspection, the owner gets a text with the information.

Votel recommends meeting clients where they are. Many businesses already have a CRM or a process for tracking appointments, and asking them to change systems adds friction. A simple email or text notification means they do not have to log in to anything and you do not have to connect to a different CRM.