Link a booking client to a CRM contact — one history of the person across both.
1 min readUpdated 2026-06-29
If you run deals alongside bookings, the same person can exist in two places — as a booking client and as a CRM contact. Linking brings them together as one.
How to link
From the (⋯) menu on the client’s row, choose link to a CRM contact. After that, the person’s bookings and their sales/CRM history line up as one.
Why it helps
You see the full picture in one place — when they come in for a service and what’s happening on their deals, without switching between two lists. It’s especially useful if you also run deals alongside bookings.
How many times a client has visited, their history, favourite day and time, notes and loyalty — in one place.
9 min read
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