Keep reusable identity, returning status, contact details, preferences, and notes trustworthy before they are needed for another trip.
Track
Identity & preparation
Phase
Client continuity
Starts with
A client is added or their reusable details change.
Ends with
Reusable client context is visible
Keep reusable identity, returning status, contact details, preferences, and notes trustworthy before they are needed for another trip.
A client is added or their reusable details change.
Confirm what belongs to the reusable client history and what belongs only to a specific CIS.
Record only confirmed reusable details—including returning status when known—with enough context for the next person to act.
The shared client history is available without replacing the CIS trip document.
Reviews the client context and owns the next safe update.
Keeps the reusable client record separate from the trip-specific CIS.
Client identity, preferences, communication, and history relevant to the task.
Why: prepare a consistent guest experience
A confirmed reusable update with its client context.
Why: preserve continuity across trips
Client history is reusable; the CIS remains the source of truth for one trip's promise and required work.