TrailheadClients & Guest ExperienceCommunication & history
CX-03Client continuityNo assistant eval · Coverage unknown

Record Feedback and History

Preserve useful feedback after the stay so the next interaction starts with context rather than memory alone.

Track

Communication & history

Phase

Client continuity

Starts with

A guest interaction or completed stay produces useful follow-up.

Ends with

Reusable client context is visible

You are here

CX-03
  1. CX-01Maintain the Client Profile
  2. CX-02Prepare the Guest Experience
  3. CX-03Record Feedback and History

The situation

Preserve useful feedback after the stay so the next interaction starts with context rather than memory alone.

What starts it

A guest interaction or completed stay produces useful follow-up.

How it unfolds

ManagerSystem
  1. 1

    Review the client record and current context

    Manager

    Confirm what belongs to the reusable client history and what belongs only to a specific CIS.

  2. 2

    Save the relevant client update

    Manager

    Record only confirmed reusable details—including returning status when known—with enough context for the next person to act.

  3. 3

    Show the updated context to the team

    System

    The shared client history is available without replacing the CIS trip document.

Who's involved

Manager

Reviews the client context and owns the next safe update.

System

Keeps the reusable client record separate from the trip-specific CIS.

What each person sees

Manager

Client identity, preferences, communication, and history relevant to the task.

Why: prepare a consistent guest experience

System

A confirmed reusable update with its client context.

Why: preserve continuity across trips

The rule to remember

Client history is reusable; the CIS remains the source of truth for one trip's promise and required work.