View client history

In this guide, you'll learn how to access and manage a client's full history, including their appointments, sales, and purchased items.

How client history works

A client's history gives you a complete view of their activity with your business.
You can view past appointments, sales transactions, and items purchased.
Use filters to narrow down results by status, date range, or type.

From the main menu on the left of your screen, go to Clients.
Select Clients list from the left menu panel.
Click on a client's profile to view their profile details.
In the menu panel of the client profile view, click on Appointments to view a full list of past and upcoming appointments.
Use the filters to view All or Completed appointments.
For more detailed filtering, click on More to view appointments by status, for example, No shows.

Open a client's profile.
In the menu panel of the client profile view, click on Sales to view a full list of the client's sales history.
Use the filters to view All, Paid, and Draft sales.
For more detailed filtering, click on More to view sales by status, including Unpaid appointments.

Open a client's profile.
In the menu panel of the client profile view, click on Items to view a full list of the clients' sold items.
In the left panel of the client view, use the menu bar at the top to view the client's sold Products, Memberships, and Services.