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Are client records created automatically from bookings, and do notes carry over season to season?

Yes, client records are created automatically the moment someone books. Keep long-term details (preferences, past issues, guide notes) on the client record so they carry over every season — booking-level notes stay tied to that one trip only.

 

Yes — client records are created automatically from bookings in Mallard Bay.

When someone books, their contact/client info is tied into the CRM-style client record so you can reference them later for repeat trips, outreach, and booking history.

For notes carrying over season to season:
  • Notes attached to the client record are the best place for information you want to keep long-term — preferences, past issues, guide notes, lodging notes, etc.
  • Notes attached only to a specific booking stay with that booking, so they’re useful for trip-specific details but may not be the best place for recurring client info.
  • If you want something to follow the guest year after year, put it on the client record rather than only on the booking.

So the workflow I’d recommend is: use booking notes for this trip, and client notes for anything you want your team to remember next season

crm.

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