Update master client records from onboarding form entries

Onboarding form submissions sit unmerged in your master clients sheet, causing manual reconciliation and slowing setup. They merge into the master record so coordinators can start onboarding same day.

Overview

Onboarding forms often create duplicates and manual fixes that slow client setup; this flow merges submissions into your master client list and keeps records accurate. That means program coordinators can begin setup and outreach the same day instead of waiting for manual reconciliation.