# Link Records to an Incident (/how-to/incidents/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 [#before-you-begin]

* The incident must already exist. See [Create an Incident](/how-to/incidents/create-an-incident).
* The records you link must belong to your current location.

Link a booking [#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).

<Callout type="warn">
  Changing or removing the booking **clears any linked guests**, because guests belong to the booking. Get the booking right first, then add guests.
</Callout>

Link a customer [#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 [#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 &#x2A;*×** button.

Link guests [#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 [#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 [#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.