Client History

Client History

Each client profile tracks their full interaction history with your business.

Accessing Client History

To view a client's history:

1. Navigate to the Clients section
2. Search for and select the client
3. Review the History tab for complete interaction timeline

What's Tracked in History

The client history section displays comprehensive information about every interaction:

Appointment Records

Complete record of all past, current, and upcoming appointments including dates, services, and outcomes.

Service History

Track which services the client has received, their frequency, and any patterns in their bookings.

Payment History

Financial record showing all transactions, payment methods, and any outstanding balances.

Notes and Observations

Staff notes, important observations, and significant events recorded during the client relationship.

Notes and Events

Important milestones, staff notes, and significant events in the client relationship.

Key Metrics and Statistics

Track important client engagement metrics:

• Total number of visits and appointments completed
• First visit date showing when they became a client
• Last visit date for recency tracking
• Average visit frequency and booking patterns
• Total revenue generated from the client
• Favorite services and preferred staff members

Filtering and Searching History

Narrow down history to find specific information:

• Filter by date range to see specific time periods
• Filter by service type to track specific treatments
• Filter by staff member to see interactions with specific team members
• Filter by appointment status (completed, cancelled, no-show)

Using History for Better Service

Leverage client history to improve customer experience:

• Identify loyal clients for VIP treatment and rewards
• Spot clients who haven't visited recently for re-engagement
• Recognize service preferences for personalized recommendations
• Track spending patterns for targeted promotions

Exporting History Data

Export client history for analysis or compliance:

• Generate detailed reports for specific clients
• Export data in CSV format for analysis
• Create summary reports for client reviews
• Provide data exports for client requests