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Viewing Client History

Once a client is created, all the details about their purchase history can be seen on their profile. To view the client history simply:

  1. Navigate to the Clients tab
  2. Search for an existing client
  3. 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. 

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