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Create guardian and child records from intake forms

Create guardian and child records from intake forms

Your completed registrations lack structured guardian and participant records, causing manual entry and missed outreach to families. Capture and sync contacts for program outreach same day.

Create guardian and child records from intake forms

Overview

Manual intake creates friction and misses family outreach; this flow turns each completed registration into created or refreshed guardian and participant records automatically. Program coordinators get synchronized contact lists ready for messaging and outreach same day.

Create guardian and child records from intake forms