Once a client is created, all the details about their purchase history can be seen on their profile. To view the client history simply:
- Navigate to the Clients tab
- Search for an existing client
- Here you will be able to view the following:
- Upcoming Appointments - This section displays all upcoming appointments for the client.
- Past Appointments & Purchases - This section displays all past appointments, products, memberships, packages, gift cards for the client.
- Memberships - This section displays all memberships purchased by the client.
- Packages - This section displays all packages purchased by the client.
- Gift Card - This section displays all gift cards purchased by the client.
- Referral Credit History - This section displays the referral credit earned by the client.
- Campaigns Received - This section displays all automated messages and campaigns sent to the client. It also indicates if the campaigns were opened, bounced, etc.
- Client Notes - This section displays all the internal notes every staff member recorded about the client.
- Messages - This section displays the communication history between the client and the business for messages sent via Communicator.
