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How to Check Your Clients History Before or After Making an Appointment

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You can check your client's past appointments and corresponding history notes with just a few clicks. This can be done either while you're making a client's appointment  or after the appointment has already been made. Either way this can be done without having to navigate away from your Appointments page!

Viewing Client History while making the appointment:

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When you are adding in your client for an appointment and selecting their services - you can click Client Details to view Detailsor you can click on View Full Details to be taken over to their Client Card:

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The History tab will show you past visit history along with pricing and any visit comments:

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Viewing Client History after the appointment has been made:

Click the client's name on their appointment.

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The Visit Details window will display. Simply click the History tab.

Your client's past appointments (with comments) are displayed. You can see at a glance what notes you made last time, or the times before that. No need to navigate away from your Appointments page into the client card, it's all there in 2 simple clicks.

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If you have any questions, please send them through via the Submit a Request button in your Help & Support page.

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