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Create contact and intake record from scheduled booking

Create contact and intake record from scheduled booking

Your onboarding bookings often arrive without an associated contact or intake record, causing prep gaps. Records are created so coordinators have attendee context before sessions.

Create contact and intake record from scheduled booking

Overview

When onboarding bookings don't link to contacts, coordinators lose prep time and handoffs break down. This flow creates or updates contacts and logs the session in your intake table so coordinators have full attendee context within minutes.

Create contact and intake record from scheduled booking