Create member and parent records from form submissions
Create member and parent records from form submissions
Your enrollment forms arrive without linked family records, leaving coordinators to merge parent and child details manually. It creates parent and member records so your team can start outreach quickly.
Overview
When enrollment submissions come in without linked family profiles, coordinators waste time reconciling records and outreach is delayed. This flow creates parent and member records automatically so your membership team can begin outreach the same day and avoid manual backlog.