Skip to main content

Client Activities: Tracking Appointment Updates and Deletions

  • Updated

Client Activities is a log of what happened to a client's appointments. Every time a booking is added, changed, or deleted, it leaves a line here. That way you can work out what happened if a booking goes missing or looks different from what you remember.

1. Open Client Activities

  1. Search for the client and open their Client Card.
  2. Click the three-dot icon (Actions) in the top right corner.
  3. Click Activities in the menu.

The Activities popup opens with a date range already filled in, showing a column layout of Date, Time, Type, User, Description, and IP.

2. Filter by date

At the top of the popup is a date range. Click it to open a calendar and pick a start and end date, or use the "Switch to input" toggle if you would rather type the dates directly. Widen the range to cover whatever period you're checking, then confirm to reload the list.

3. Reading an entry

Each row has a Type of Add, Update, or Delete, along with the date and time the change happened. The Description column packs in the details, including the appointment's date, time, and service. On an Update row, it shows what the booking looked like before the change.

Note: the User column shows who made the change when that information is available. In some cases, such as changes made under a shared administrator login, it can come through blank. Don't rely on it as your only way to identify who did something.

4. Finding a deleted appointment

If a client says they had a booking that's no longer on the diary, Client Activities is the place to check. Set the "from" side of the date range to before the appointment was originally made, and leave the "to" side on today. Look through the results for a Delete row whose Description mentions that client and the missing appointment's date and time. If the booking was moved rather than deleted, look for an Update row instead, its Description shows the original details it changed from.

What's next?

For everything else on the Client Card, including the Actions menu Activities sits in, read How to Find and Use the Client Card.

Questions? Head to your Help & Support page and click Submit a Request. We've got you.

Related articles