See each client’s history
Review upcoming appointments, past appointments and visits before the next service.
Before you start
Sign in with a role that can access this feature. If the section is missing, ask the owner to check your user permissions.
Step by step
- Find the client and open their profile.
- In Appointments, review upcoming visits and past appointments.
- Check the service, professional, date, status and linked forms.
- Keep appointment and missed-visit statuses current to interpret their activity correctly.
Usage details
A visit is a completed appointment whose start time has passed, even if it includes several services. Future bookings do not count as attended visits. History reflects recorded statuses and does not replace a payment receipt.