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Create or update CRM contacts from party bookings

Create or update CRM contacts from party bookings

Party bookings create fragmented guest entries and missing intake notes, leaving staff without attendee context at check-in. Keep one contact with booking details and intake notes ready the same day.

Create or update CRM contacts from party bookings

Overview

If party reservations create duplicate or incomplete guest records, staff and program coordinators waste time reconciling data before events. This flow consolidates bookings into one CRM contact with booking context and intake notes, so staff have accurate records and follow-up-ready contacts the same day.

Create or update CRM contacts from party bookings