Everything about a client is one or two clicks from the Clients page. Start with Client Details for a quick summary, then follow the links to the full lists.
Before you start
- Every team member can open the Clients page and client profiles.
- Some history needs a higher role. The Notifications tab and the Reviews page need Administrator or above. The Activities tab needs the activity permission, which Administrators, Super Administrators and Owners have.
Get a quick summary
In the sidebar, go to Clients and click the client's row. Client Details opens with:
- Statistics: total appointments, total spent, and the dates of the first visit, last visit and last session on your booking site.
- Consents, Custom Fields, notes and contact details.
See The Clients page explained for what each number counts.
See appointments
Open the ⋮ menu on the client's row and choose Appointments › View. The Appointments page opens, filtered to this client. It lists every appointment, including upcoming, canceled and no-show ones.
To book a new one for them, choose Appointments › Create.
See invoices and payments
Open the ⋮ menu and choose Invoices › View. The Invoices page opens, filtered to this client. Choose Invoices › Create to start a new invoice for them.
See reviews
Open the â‹® menu and choose Reviews to open the Reviews page. To find a specific review, filter by the appointment it belongs to. See Approve and reply to reviews.
See notifications sent to the client
Open the client's profile (⋮ menu › Update) and go to the Notifications tab. The History table lists every notification sent to the client, with To, Channel, Subject, Content and Sent At. Open the ⋮ menu on an entry and choose Preview to see the full message.
For security, sensitive details such as one-time codes, tokens and URLs may be hidden in previews.
See who changed the profile
On the client's profile, go to the Activities tab. It shows the history of changes made to this client and who made them. See See who changed what.
If something is off
The Notifications tab shows an error
Viewing a client's notification history needs the Administrator role or above. Ask your salon owner to change your role if you need it.
I don't see the Activities tab
The tab only appears for roles with the activity permission. Users don't have it.
Common questions
Only appointments marked Completed count as visits. Mark finished appointments as Completed to keep the history accurate.