Help center
Log in
Back

View client history

A client's profile shows everything about their visits, so you can pick up where you left off.

Open a client profile

  1. 1

    Go to Clients and click the edit (pencil) button on the client. From an appointment, you can also click View profile under the client's name.

  2. 2

    Use the tabs to see the client's history:

    • Appointments - switch between Upcoming, Past and Cancelled appointments.
    • Notes - notes your team has saved.
    • Forms - forms the client has filled out.
    • Cards - cards saved for the client.
    • Gift Cards - gift cards the client owns or bought.

From the profile you can also click Book appointment or Quick sale to start a booking or sale for this client straight away.