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Add new clinic guests to marketing contacts instantly

Add new clinic guests to marketing contacts instantly

You miss outreach when guest records from bookings don't reach marketing, causing delayed welcome messages and intake prep. Adds and tags contacts so teams can start outreach same day.

Add new clinic guests to marketing contacts instantly

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Overview

When new guest bookings fail to reach marketing, welcome sequences and intake prep get delayed and manual work piles up for campaign managers and front‑desk staff. This flow captures each guest as a marketing contact and tags them so teams can begin nurture and intake outreach the same day.

Add new clinic guests to marketing contacts instantly