Checking Client History Notes on the App

To check client history visit notes on the smartphone app, go to the Appointments view.

Tap a client's name on their appointment. The client's previous appointments and notes will display.

While you're here, you can view and update client details/appointment notes, call the client or even send them an SMS.

You can also check client history by using the Client Search function. Click here for more information!

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