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How do I see a client's appointment history?
How do I see a client's appointment history?
Written by Victor
Updated over a week ago

Having an appointment history is a good way to keep track of a client's buying habits, preferences and needs. Thanks to Treatwell Pro, client history is generated automatically as the system saves the information of each appointment and can be checked at any time via the "Client list". Here's how to view them:

  1. Go to the "Client list" from the main menu and search for their name;

  2. Click the name of the client to open their client card;

  3. Go to the "Client history" tab;

If you scroll down the page you'll see a list of appointments, as well as other important information, such as the treatments carried out, the employees who carried them out or the cost to the client.

It's also possible to add notes to each appointment, for example, to indicate the client's preferences or problems with a specific treatment, as well as to filter appointments by category (specific treatments, products or promotions).

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