Add new booking contacts to membership and marketing lists

Your fitting bookings lack membership and contact context, delaying confirmations and follow-up. It adds booking details to your contacts and mailing list for same-day member outreach.

Overview

When fitting and coaching bookings don't reach your contact database, membership outreach stalls and opportunities cool off. This workflow captures bookings, creates tracking records, and adds contacts to your mailing list so coordinators can begin outreach the same day.