Client Booking History
Understanding a client's booking history helps you provide personalised service and identify opportunities. Launchpad tracks all bookings associated with each client, giving you a complete picture of their relationship with your business.
Why booking history matters
Knowing a client's booking history helps you:
Personalise service — acknowledge their preferences and past experiences
Identify patterns — notice seasonal trends or favourite products
Upsell appropriately — suggest relevant additions based on past bookings
Reward loyalty — recognise and appreciate repeat customers
Resolve issues — quickly reference past bookings when handling enquiries
Viewing a client's booking history
From the client record
Go to CRM from the main menu
Select Clients and find the client
Open the client record
Click the Bookings tab
You'll see all bookings associated with this client.
Booking list details
Each booking shows:
Booking reference — unique identifier
Date — when the booking is for
Product/Experience — what was booked
Status — confirmed, pending, completed, cancelled
Value — booking amount
Booked by — contact who made the booking
Understanding booking information
Booking statuses
Pending — booking received, awaiting confirmation
Confirmed — booking accepted and confirmed
Completed — experience has taken place
Cancelled — booking was cancelled
No-show — guest didn't arrive
Booking details
Click any booking to see full details:
Guest names and numbers
Selected options and add-ons
Special requirements noted
Payment status
Communication history for that booking
Booking statistics
The Bookings tab shows summary statistics:
Total bookings — how many times they've booked
Total value — cumulative spend with your business
Average booking value — typical transaction size
First booking — when they became a customer
Last booking — most recent activity
Favourite product — most frequently booked experience
Filtering booking history
Find specific bookings:
Open the client's Bookings tab
Use the filter options:
- Date range — bookings within specific dates - Status — show only confirmed, completed, etc. - Product — bookings for a specific experience - Value — above or below certain amounts
Bookings across contacts
If a client organisation has multiple contacts:
Each contact's personal bookings appear on their contact record
All bookings appear on the main client (organisation) record
You can see who made each booking
Example
Client: Sunset Tours (organisation)
Contact: Sarah (made 3 bookings)
Contact: Michael (made 5 bookings)
The Sunset Tours client record shows all 8 bookings, while each contact shows only their own.
Creating a booking for a client
From the client record:
Open the client record
Go to the Bookings tab
Click New Booking
Select the product/experience
Choose date and options
Complete booking details
The booking is automatically linked to this client
Linking a booking to a client
If a booking wasn't initially linked:
Find the booking
Click to open booking details
Click Link to Client
Search for and select the client
Save
The booking now appears in the client's history.
Booking history and loyalty
Use booking history to identify your best customers:
VIP clients
Create a saved filter for clients with:
5+ completed bookings, or
Total spend over $5,000, or
Booked in each of the last 3 years
At-risk clients
Identify clients who haven't booked recently:
Last booking over 12 months ago
Previously regular booker
No recent communication
These clients may need re-engagement.
Exporting booking data
Export a client's booking history:
Open the client record
Go to the Bookings tab
Click Export
Choose format (CSV or Excel)
Download the file
Useful for:
Client reviews and meetings
Financial reconciliation
Trend analysis
Booking history in reports
Client booking data feeds into reports:
Revenue by client — see top customers
Repeat booking rate — measure loyalty
Client lifetime value — total revenue per client
Product popularity — by client segment
Access reports from Insights.
Privacy and booking data
Client booking history contains personal information:
Only share with those who need access
Clients can request their booking data
Respect privacy when discussing client history
Follow your organisation's data policies
Every booking tells part of a story. Understanding a client's history helps you write the next chapter together.