Family & Group Member Linking
Links family members or group bookings under a single account with shared communications, joint billing, and coordinated
What This Automation Does
How It Works
Family Member Added
New contact linked to existing family group
Apply Family Group Tag
"family-group-{{primary_id}}" connects all members
Family Welcome
Introduce shared benefits, scheduling tips, family events
Welcome to the Family!
"Welcome, {{first_name}}! You're now part of the {{primary_name}} family account at {{business_name}}. Book your first session here: {{link}}"
Link in CRM
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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