Add form signups to customer directory for billing

Your intake form entries may never reach your payments directory, causing missed loyalty offers and invoicing delays. Capture contact and birthday data so billing and loyalty can proceed same day.

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Overview

When intake signups don't reach your customer directory, loyalty enrollments and invoices get delayed and require manual cleanup. This flow captures form submissions and writes full contact and birthday data into customer records automatically, so billing staff and program leads can run outreach and invoicing the same day.