Keep operations records up to date from form replies

Operations staff miss updated parent contact, medical and dietary info when form replies aren't matched, causing intake gaps. This links submissions to records so staff start review immediately.

Overview

Operations staff face intake gaps and compliance risk when form replies don't update records. This workflow attaches each submission to the correct record, eliminating missing parent contact and medical details so staff start review immediately. Customers report faster handoffs and fewer manual corrections.

Notable Features

Match submissions to existing records
Update contact and medical fields
Flag or notify on unmatched entries