---
title: Are client records created automatically from bookings, and do notes carry over season to season?
description: 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.
---

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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:](https://app.air.inc/a/b789a4137/b/c621877f-e0d6-4e15-b189-f8fb8417494d/c/45041598-9932-4728-99bc-3c07f2c11178)

- 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](https://resources.mallardbay.com/hs-fs/hubfs/crm.jpg?width=670&height=1372&name=crm.jpg). Watch the 30–60 second walkthrough](https://app.air.inc/a/b789a4137/b/c621877f-e0d6-4e15-b189-f8fb8417494d/c/45041598-9932-4728-99bc-3c07f2c11178)

 

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