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How to view a client's history

Learn how to view a client's history, including appointments and orders.

Updated over 2 weeks ago

A client's profile overview shows their total number of bookings, total amount spent, and any remaining unspent balance in their account. In the client's profile, you can also view their full appointment history and order history.

How to view a client's history

  1. Click Customers & leads in the main navigation menu.

  2. Click the customer whose history you want to view.

  3. Click Bookings or Orders to expand each section.

    • Bookings shows a full list of the client's past and upcoming appointments.

    • Orders shows a list of the client's paid and unpaid orders.

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