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Create contact and notes from new party booking

Create contact and notes from new party booking

You get party bookings without consolidated family records or child medical notes, causing prep gaps. The flow creates a single family contact with intake notes and party date before the event.

Create contact and notes from new party booking

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Overview

Party bookings often create fragmented family records and missed medical context, leaving staff unprepared. This flow centralizes family contacts, child intake notes, and formatted party dates into your CRM so program coordinators have full context within minutes before each event.

Create contact and notes from new party booking