Link Records to an Incident

Linking records gives an incident its full context — the reservation, the customer, the specific units, and the guests who were there. All linking happens on the incident's detail page.

Before you begin

• The incident must already exist. See Create an Incident.
• The records you link must belong to your current location.

Link a booking

1. Open the incident's detail page.
2. In the sidebar, find the Booking section and click to set or change the booking.
3. Search by customer name, email, or confirmation code, and select the reservation.
4. Click Save Changes.

Linking a booking also unlocks guest linking (below).

Link a customer

1. In the sidebar, find the Customer section and choose a customer.
2. Click Save Changes.

The customer link is independent of the booking — use it when the person involved isn't the booking holder, or when there's no booking.

Link equipment units

1. On the Equipment section, click Edit.
2. Select one or more units involved (you can link several — for example, both watercraft in a collision).
3. Save. Remove a unit any time with its × button.

Link guests

Guests are only available when a booking is linked.

1. On the Guests section, click Edit.
2. Choose the guests involved from those on the linked booking.
3. Save.

What happens next

• Linked records appear in the incident sidebar with quick links to open the booking or customer.
• The incident list shows the linked booking's confirmation code, the customer name, and the number of equipment units.

Tips

• Equipment and guest links save immediately when you edit them. The booking and customer links save when you click Save Changes on the detail page.
• No link is required. An incident can stand on its own with no booking, customer, equipment, or guests.