View a client's history
A client's record shows everything they have done with you, so you start each appointment with context.
Activity#
Open the client and scroll to Activity. It is a table, newest first, with the Date & time, Type, Details and Status of each event. Types include:
- Booking - appointments made, changed or cancelled,
- Sale - retail and gift card sales,
- Invoice - invoices sent and paid,
- Loyalty - points earned or redeemed,
- Membership - membership changes.
Click a row to open what it refers to; a booking opens right on the page.
Bookings, purchases and codes#
Further down, the record lists the client's Upcoming and Past bookings, their Package purchases and their Code redemptions. A package title opens the coupon it created, so you can follow "bought a package in June" to the code and to the bookings it paid off.
Forms and notes#
Signed consents and intake answers sit in their own section, and notes stay at the top of the record for everyone on the team.
On mobile#
The client screen in the app shows the same record: bookings, packages and gift cards, codes redeemed, notes, photos and loyalty, with the same tap-through to each item.