Client Appointment History

Viewing a client's appointment history helps you understand their service patterns, track recurring work, and provide better service. This information is valuable for planning and client relationship management.

Accessing Appointment History

Method 1: From Client Profile

The easiest way is to open the client's profile page and navigate to the "Appointments" or "History" section.

Method 2: From Calendar

Filter the calendar by client to see all their appointments.

Information Available

The appointment history shows:

• Date and time: When appointments were scheduled
• Status: Scheduled, confirmed, completed, cancelled, etc.
• Service: What service was provided
• Employee: Who handled the appointment
• Duration: How long the appointment lasted
• Notes: Any notes from the appointment
• Billing: Related invoices or payments

Filtering History

You can filter appointment history by:

• Date range
• Status (completed, cancelled, etc.)
• Service type
• Employee

Using History for Planning

Use appointment history to:

• Identify recurring service patterns
• Schedule follow-up appointments
• Understand client preferences
• Track service frequency
• Plan future scheduling