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Add first-time guest to follow-up groups and contacts

Add first-time guest to follow-up groups and contacts

Your board's new guest entries can leave hosts without contact details or follow-up context. This adds guests to the right welcome groups so hospitality coordinators can send a welcome same day.

Add first-time guest to follow-up groups and contacts

Overview

When first-time guests aren't routed quickly, your hospitality team misses warm connections and follow-up slips. This flow captures new intake items, enriches contact details, and places people into the right welcome groups so coordinators can send outreach the same day.

Add first-time guest to follow-up groups and contacts