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Client Activities - Tracking Appointment Updates and Deletions

  • Updated

Overview

The Client Activities feature lets you see a log of changes made to a client's appointments - including edits, deletions, and status changes. It's useful for tracking what happened if an appointment was moved or removed.

Viewing Client Activities

  1. Search for the client and open their Client Card.
  2. Click Actions ▼ in the top-right corner.
  3. Click Activities in the dropdown menu.
  4. The Client Activities popup will appear with a date range filter.

The Client Activities popup showing a date range filter with From and To fields and a Go button

Filtering by Date

By default, the popup shows today's date in both the From and To fields. To view activities over a wider period:

  1. Click the calendar icon next to the From field and select your start date.
  2. Click the calendar icon next to the To field and select your end date.
  3. Click Go to load the activities for that period.

What Activities Are Tracked

The activity log records changes such as:

  • Appointments being created, edited, or deleted
  • Who made the change and when
  • What was changed (e.g. time, date, operator, service)

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If you have any questions, please send them to us via the Submit a Request option.