Client appointment history is a particularly useful section for keeping track of a customer's shopping habits, preferences and needs. Thanks to Treatwell Pro, customer history is generated automatically. The management system saves the data from each appointment and the results can be found at any time in the customer file in the Client List.
To access this you first need to access the Client List section from the side menu and search for the desired customer name from the list. Once the customer's information card has been opened, click on the "Client History" tab.
When you scroll down the page, you'll see a list of their appointments by date including some key information such as:
the date and time of the appointment (the list is ordered starting from the most recent appointment)
the services performed during the appointment;
the price of the services;
the team members who performed them;
the duration of the services;
added notes (for example to report any customer preferences and/or if there were any issues with a specific treatment).
the fee;
the source;
the date on which the appointment was booked.
Thanks to the internal search, it is possible to filter appointments by category, for example, if you want to quickly find specific promotions, products or types of treatment within the history, without necessarily having to manually scroll through the list.
By clicking through the tabs above the list of appointments, you can view the history of booked appointments, missed appointments and cancelled bookings.
NB: appointment history can also be viewed from the appointment form when adding a new appointment in the calendar by clicking on the list icon next to the client's name. The icon may show a small number highlighted in red - this is the number of services added to today's appointment.
