Linking Records
Connect an incident to the booking, customer, equipment units, and guests involved so the full context lives in one place.
An incident on its own is just a description of what happened. The value comes from linking it to the records it involves — the booking, the customer, the specific equipment units, and the guests who were there. All linking happens on the incident's detail page.
Booking
Linking a booking ties the incident to a specific reservation. You can set the booking when you first create the incident, or add it later from the detail page sidebar. Once linked, you can jump straight to the booking from the incident.
The booking link does one important extra thing: it unlocks guest linking. Guests belong to a booking, so you can only attach guests once a booking is linked.
Changing or removing the linked booking clears all linked guests, because those guests belonged to the previous booking. Link the correct booking first, then add guests.
Customer
Linking a customer connects the incident to a CRM customer profile — useful when the person involved isn't necessarily the booking holder, or when there's no booking at all. The customer link is independent of the booking link.
Equipment units
An incident can link to one or more equipment units (instances). This is the key difference from the old Instance Reports, which were limited to a single unit — if two personal watercraft collide, you can link both to the same incident.
Click Edit on the Equipment section of the detail page to open the unit picker, select the units involved, and save. Remove a unit with the × button. Only units belonging to your current location are available.
Guests
When a booking is linked, you can attach the specific booking guests involved in the incident. Click Edit on the Guests section, choose from the guests on the linked booking, and save.
Guests are always scoped to the linked booking — you can't attach a guest from a different reservation, and removing or changing the booking removes the guests.
What linking is for
Linked records give you a complete picture when you review an incident later, and they let you move quickly between related screens — open the booking, view the customer's history, or see which units were affected. None of the links are required; an incident can document an event with no booking, customer, equipment, or guests at all.
Related How-To Guides
Incidents
Track operational events — collisions, injuries, equipment damage, and near-misses — as case files with notes, attachments, waivers, and linked records.
Notes, Attachments & Waivers
Build the evidentiary record for an incident with a timestamped notes log, file attachments, and signed waivers.