View a client's history
The client record is the whole relationship on one page: every appointment, note, membership, gift card, consent, and photo. Thirty seconds here before a visit and you walk in knowing everything.
Open the record
- In the left sidebar, click Clients.
- Find them with the search box (Search by name, email, or phone) and click the row. Members wear a "Member" tag right in the list.
- You can also jump in from an appointment: the appointment page links straight to the client's record.
What's on the page
- Appointments. The visit history, and the fastest way back into any past or upcoming appointment.
- Notes. Everything your team has written down, tagged General, Service, Color formula, or Medical.
- Details. Email, phone, birthday, client since.
- Photos. Before-and-afters and anything else attached to the client.
- Memberships. Active plans, with pause and cancel controls.
- Gift cards. Cards on the account, plus selling a new one.
- Consents. Signed consent forms, and capturing a new signature at the desk.
- Color formulas. For color clients, the formula history at a glance.
Example. Before Sarah's 2:00 PM, her provider opens the record, checks the last Service note ("reactive skin, patch-test new peels"), glances at the consent on file, and starts the visit already caught up.
[Screenshot: a client record with appointments and notes]
Common questions
- Where's her last visit date? The client list shows Last visit right on the row. The record's Appointments card has the full history.
- Can a provider see other providers' clients? A Provider role sees their own book and clients. Front desk, Manager, Admin, and Owner work the whole list.
- Where do refunds show? Payments live on each appointment. Open the visit from the Appointments card to see what was charged or refunded.
- Is any of this visible to the client? No. The record is staff-only. Clients see only their own upcoming bookings through their private links.
Good to know
- The record is org-wide: the same page whether they visit Santa Monica or your second location.
- Medical notes deserve care: write what the next provider needs, nothing more.