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Create client records and send confirmations from forms

Create client records and send confirmations from forms

Your workshop signups arrive without client records, leaving intake scattered and follow-up delayed. It creates client records and sends confirmations so bookings are ready for onboarding same day.

Create client records and send confirmations from forms

Overview

When workshop signups pile into a form, manual intake stalls onboarding and wastes time. This flow captures each submission as a client record and sends a confirmation email, so bookings are ready for onboarding the same day.

Create client records and send confirmations from forms