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Client appointment, payment, sales, invoice and message history
Client appointment, payment, sales, invoice and message history

How to see the entire client history in the client details area

Caro Syson avatar
Written by Caro Syson
Updated over 3 years ago

All client activity can be found in one place in the client's details area.

  • To see all the information, go to the Client details screen and click on View button on your client's preview.

  • On the View client's screen you can see all appointment, payment, sales, invoice and message history under each respective tab.

  • A full and detailed list of all appointments, payments, etc. can be seen by clicking on each tab.

  • Choose the period over which you would like to view, by selecting the chosen view you want to check (day, week, month, year or list view). You can scroll backwards and forwards through the calendar to choose any specific day, week, month or year.

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