TrailheadClients & Guest ExperienceIdentity & preparation
CX-02Client continuityAssistant eval mapped · Partial coverage

Prepare the Guest Experience

Turn known preferences and needs into clear preparation without changing the trip promise held by the CIS.

Track

Identity & preparation

Phase

Client continuity

Starts with

An upcoming trip needs client-facing preparation.

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Unconfirmed or outdated→Confirmed and reusable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.