1. Search by name at check-in
Start with the person's name, not a blank registration form. Returning clients should surface in seconds, so the line keeps moving and nobody re-answers the same questions.
Guide · Client recall
How to find returning clients fast
Most people you serve come back. The trick is to search by name and confirm from their history instead of re-registering — so check-in takes seconds and your records stay clean.
2. Confirm from their history
Use household details and past visits to confirm you have the right person before adding anyone new. This is what prevents duplicate records and keeps your counts accurate.
3. Pick up where you left off
See what they received before, then record today's service. History stays in one continuous place, so anyone at the desk can serve them well.
How Boswell makes recall instant
Fast lookup is the difference between a bottleneck at the door and a few seconds per person.
- Find a returning client in under 30 seconds, with full service history.
- No duplicate records — confirm the right person before adding anyone new.
- Simple enough for any volunteer to learn in 5–10 minutes.
$30/month per location · unlimited users · no credit card required
Common questions
How fast can you look up a returning client?
With Boswell you can find a returning client and review their history in under 30 seconds — no re-registration and no duplicate record.
How do you avoid duplicate client records?
Search by name first and confirm the person from their household details and past visits before adding anyone new. Fast lookup keeps counts clean and unduplicated.
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