A customer record is the main record used to identify a person or organization and keep its relationship with the business in one place.
It can connect to bookings, invoices, payments, requests, memberships, documents, and other activity without copying the same customer information into every record.
What Information Belongs on a Customer Record?
A customer record usually holds information that remains useful across more than one interaction.
- Name and contact information.
- Company or account relationship when relevant.
- Customer, member, tenant, or other relationship type when needed.
- Communication preferences.
- Links to related bookings, billing, requests, and other records.
For the short definition, see Customer Record.
What Should Stay on Related Records?
Details that belong to one transaction should normally stay on that transaction.
| Record | Examples of Information |
|---|---|
| Booking | Dates, resources, guests, price, booking status. |
| Invoice | Charges, amount due, due date, invoice status. |
| Request | What was requested, priority, owner, status, updates. |
Why Not Create a New Customer for Every Booking?
Creating a new customer every time can leave staff with several copies of the same person and no complete history.
Keeping one main customer record makes it easier to see the wider relationship while still keeping each booking separate. See How One Customer Can Hold Multiple Bookings.
One customer record does not mean one role. The same person may also be a guest, member, participant, or payer depending on the process.
How Does Booking Ninjas Use Customer Records?
Booking Ninjas is built on Salesforce, where records can be linked through relationships instead of repeating the same data in separate places.
That lets customer information stay connected to bookings, operations, billing, portals, and reporting. The exact record design should follow the organization's real business relationships.
See Data Management for the wider platform approach.
Sources and Further Reading
- Salesforce Help: Object Relationships Overview — explains how Salesforce records can be linked instead of duplicating the same information.
- Booking Ninjas: Booking Management — shows bookings connected with resources, availability, pricing, and operational data.