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Create boarding and client records from form submissions

Create boarding and client records from form submissions

Your boarding form submissions delay guest and client record creation, causing missed prep and billing. It creates both guest and client records so staff can schedule and bill same day.

Create boarding and client records from form submissions

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Overview

Intake forms often arrive as unstructured messages, forcing staff to manually create client and guest records and delaying bookings. This flow creates both records automatically, so front-desk and coordinators can schedule and bill accurately the same day.

Create boarding and client records from form submissions