TrailheadClients & Guest ExperienceIdentity & preparation
CX-01Client continuityNo assistant eval · Coverage unknown

Maintain the Client Profile

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

Use safe sample client details to confirm how reusable guest context is maintained.

Before you start

Client
A sample client record you may update
Boundary
Do not change the CIS itinerary or required work

Run the scenario

  1. 1OperationsClients

    Open the sample client and review the existing context.

    Expected evidence

    Reusable details and history are visible separately from a trip document.

  2. 2OperationsClient profile

    Add one confirmed preference or follow-up note and save.

    Expected evidence

    The update remains available in the client history.

Scenario completed

The confirmed client context is visible for future preparation.

Client context
Unconfirmed or outdated→Confirmed and reusable

If it does not match

  • The client record is read-only for your role.
  • The detail belongs to one trip and should be recorded in its CIS instead.