Select a topic:
Getting Started
About Mangomint
Introduction to MangomintHIPAA ComplianceUsing Mangomint with a Booth Renter or Hybrid Model
Setting Up Your Account
Switching to MangomintSetup Guide for Admin UsersSetup Guide for Non-Admin UsersMarketing Options in Mangomint
Mangomint Basics
Learning the Basics in MangomintAdding Notes in Mangomint
Calendar & Appointments
Calendar
Calendar BasicsCalendar Colors & Appointment IconsCalendar Display PreferencesScheduling OptionsCancellations & ReschedulingLink Your Mangomint Calendar to Your Apple or Google Calendar
Appointments
Create an AppointmentEdit an AppointmentCancel or Delete an AppointmentEnforce Your Cancellation PolicyRepeating AppointmentsPrint a Client's Appointment Details
Express Booking™
Set Up Express Booking™Use Express Booking™What happens after an Express Booking™ link is sent?FAQ: Express Booking™
Resources
Understanding Resources and Resource GroupsCreating ResourcesAdding Resource Requirements to ServicesViewing Resources on the CalendarSetting Up Services with Limited AvailabilityCreating Services that Do Not Require Staff MembersFAQ: Resources
Virtual Waiting Room
Using the Virtual Waiting RoomClient Self Check-In
Intelligent Waitlist
Viewing the WaitlistAdding and Finding Waitlist EntriesAllowing Clients to Join Waitlist in Online BookingBooking an Appointment from the WaitlistSetting Up Waitlist Automated Messages
Time Blocks
Create a Time BlockCreate a Repeating Time Block
FAQ: Calendar & Appointments
Sales & Checkout
Sales & Checkout Basics
Check Out an AppointmentStart a Checkout Without an AppointmentCheck Out Appointments TogetherSplit Services into Separate CheckoutsApply a Discount During CheckoutUsing a Barcode Scanner to Scan Products During CheckoutAdd a Surcharge or Fee to Every CheckoutSave a Checkout for LaterDiscard an Existing CheckoutChange the Service Provider on a Closed SaleSending and Printing a Client ReceiptNavigating the Sales App
Tips/Gratuity
Adding and Splitting TipsCollecting a Tip on a Zero-Balance SaleAssigning Tips for Assistants or Resource-Only ServicesFixing an Unassigned Tip on a Service SaleFixing an Unassigned Tip on a Gift Card or Package SalePaying Out a Staff Member's Tips in Cash
Refunds & Returns
Complete a Credit Card RefundReversing a PaymentVoiding a SaleFixing an Accidentally Voided SaleRefunding a DepositProduct Returns: Credit CardProduct Returns: Non-Credit CardComplete a Product Return and Refund to the Client Account BalanceProduct Exchanges
Payments
Payment Basics
Payment TypesSplit Payments Between Multiple Payment Methods
Payment Accounts
Payment Account BasicsSigning Up for Payment ProcessingSetting Up a Payment Account for a Staff MemberSigning Up for a Staff Member Payment Account
Hardware
Front Desk Display vs. Direct ConnectionFront Desk Display: Hardware Purchase GuideSetting Up Your Front Desk DisplaySetting Up the iPad Kiosk ModeUpdating the Mangomint Mobile App on the Front Desk DisplayConnecting a Card Reader Directly to Your iPhone or iPadCompleting a Test Transaction Using Your Card ReaderTroubleshooting Guide: Front Desk DisplayTroubleshooting Guide: Card Reader
Credit Cards
Taking Credit Card PaymentsTaking Payments with the Front Desk DisplayTaking Payments with a Card Reader Connected to Your iPhone or iPadClient Self CheckoutRequiring a Credit Card in Online BookingManaging Cards on FileBest Practices: Credit Card PaymentsPayment DisputesPayment Processing: Balance & PayoutsPayment Processing: Payout SchedulePayment Processing: Monthly SummariesPayment Processing: Update Account DetailsFAQ: Payment Processing
Deposits
Collect a Manual DepositCollect Deposits with Express Booking™Require a Deposit in Online Booking
Cash Drawer
Taking Cash Payments and Calculating ChangeAdd a New CountAdd a New Pay-In or Pay-OutCash Drawer Daily Closeout
Using Non-Integrated Payment Processors
Advanced Settings: Payments & Checkout
Payroll Processing
Employer Onboarding for Payroll
Signing Up for Payroll as an EmployerCompleting the Employer Onboarding for Payroll
Worker Onboarding for Payroll
Signing Up for Payroll as a WorkerViewing Your Paystubs and Tax Documents
Running Payroll
Adding and Removing Staff Members from Your PayrollPayroll ReportRunning Payroll in MangomintViewing Past Payroll Runs
FAQ: Payroll Processing
Staff Members
Adding and Inviting Staff Members
Staff Member Permissions
Managing Staff Member Work Hours
Set Up Alternating Hours for Staff Members (Biweekly Schedules)
Staff Compensation
Service and Product CommissionHourly and Salary CompensationTips Settings for Payroll Processing
Set a Day Off for a Staff Member
Set Days Off for Multiple Staff Members at Once
Viewing Your Daily and Weekly Totals
Resetting Passwords
Archiving a Staff Member
Services
Creating Services
Creating a Couples Service
Processing, Finishing, and Buffer Times
Service Customizations
Create Service CustomizationsShow Base Prices for Service CustomizationsCustomize a Service for an AppointmentFAQ: Service Customizations
Assign Services to Staff Members
Deleting Services
Track Services Sold Through Groupon or Other Online Promotions
FAQ: Services
Clients
Client List
Navigating the Client ListAdding and Deleting ClientsMerging Duplicate ClientsExporting Your Client List
Client Details & Timeline
Client DetailsClient TimelineBlock a Client from Online Booking
Client Account Balances
Add to a Client's Account BalanceUse a Client’s Account Balance as a Payment MethodFAQ: Client Account Balances
Client Portal
Managing Appointments from the Client PortalManaging Memberships from the Client Portal
Automated Flows
Flows Basics
Creating Flows
Building and Activating a FlowEditing and Deactivating a FlowFlow Message TypesFlow Message PricingClient Filters for Automated Flows
Viewing Flow Details & Statistics
Using Form Responses with Flows
FAQ: Flows
Campaigns
Create and Send Email Campaigns
Duplicate or Delete an Email Campaign
Client Filters for Email Campaigns
View Your Email Campaign Performance
Using a Custom Email Address
Sending Emails from a Custom Email AddressAdding DNS Records to BluehostAdding DNS Records to GoDaddyAdding DNS Records to SquarespaceAdding DNS Records to Wix
FAQ: Campaigns
Offers & Discounts
Creating an Offer
Applying an Offer
FAQ: Offers & Discounts
Two-Way Texting
Navigating the Messages App
Sending and Receiving Text Messages
Adding Internal Notes in a Conversation
FAQ: Two-Way Texting
Online Booking
Enable Online Booking
Enable Services for Online Booking
Adding Online Booking to Your Website
Online Booking Guides for Popular Website Builders
Adding Online Booking to a Shopify WebsiteAdding Online Booking to a Squarespace WebsiteAdding Online Booking to a Wix WebsiteAdding Online Booking to a WordPress Website
Adjusting Online Booking Preferences
Adjusting Staff Selection Options in Online Booking
Using Direct Booking Links
Add Booking Link to Google Business Profile
Online Booking from the Client’s Perspective
Products & Inventory
Creating Products
Search & Sort Products
Add Inventory Change
Purchase Orders
Add & Manage SuppliersSet Up Products for Purchase OrdersCreate Purchase OrdersReceive a Purchase Order Delivery
FAQ: Products & Inventory
Gift Cards
Selling & Redeeming Gift Cards
Buying Physical Gift CardsSelling Gift Cards When Checking Out an AppointmentSelling Gift Cards Without an AppointmentSelling Gift Cards OnlineApplying Discounts on Gift CardsRedeeming a Gift Card During Checkout
Creating Gift Card Promotions
Adding Gift Cards Sold Outside of Mangomint
FAQ: Gift Cards
Memberships
Membership Plans
Create a Membership Plan
Client Memberships
Start a New Membership for a ClientResend the Credit Card Email Request for a Client's MembershipClient Membership StatusesFind a Client's MembershipAdjust the Quantities of Remaining Services on a Client’s MembershipSwitch a Client's Membership to the Current Version of the PlanChange the Service Expiration Date on a Client's MembershipCancel a Client’s MembershipTransferring Memberships from a Previous Booking System
Using a Membership During Checkout
Memberships Settings
FAQ: Memberships
Packages
Creating a Package
Selling a Package
Using a Package During Checkout
Sell and Redeem a Package on the Same Day
Manually Adding Packages and Adjusting Package Quantities
Transferring a Package to Another Client
Forms & Charting
Creating & Requesting Forms
Creating Form TemplatesSending Forms to ClientsAdding a Form to an Existing Appointment
Completing Forms
Filling Out Client Forms in PersonUsing Image Markup on a FormSaving Progress on a Form
Managing Form Submissions
Viewing Form Submissions and Resubmitting FormsApproving a Form Submission
FAQ: Forms & Charting
Time Clock
Setting Up the Time Clock
Using the Time Clock
Managing Time Cards
Clock In and Out on a Front Desk Device
Reports
Available Reports
Staff Reports
Sales Reports
Offers Reports
Client Account Balances Reports
Gift Card Reports
Packages Reports
Membership Reports
Payment Reports
Inventory Reports
Business Reports
FAQ: Reports
Apps & Integrations
Managing Your Apps & Integrations
Mailchimp Integration
Setting Up the Mailchimp IntegrationSending Emails to Your Clients Using MailchimpSending Emails to Clients with Memberships Using Mailchimp
WaiverForever Integration
Setting Up the WaiverForever IntegrationCreating Waivers in WaiverForeverCollecting Waivers From Your Clients
Gift Up! Integration
Setting Up the Gift Up! IntegrationAdding Gift Up! to Your Website
Shopify Integration
Mangomint Subscription
Updating Your Mangomint Subscription
Viewing Invoices for Your Mangomint Subscription
Automated Messages
Enabling and Disabling Automated Messages
Customizing Automated Messages
Advanced Settings: Automated Messages
Business Setup
Business Details
Locations
Phone Numbers
Adding and Changing Phone NumbersUsing Multiple Phone Numbers
Logo & Branding
Payroll
Payroll Account Details & DocumentsAdding Payroll Accounts
Advanced Settings: Business Setup
Home
>Clients
>Client Details & Timeline

Client Timeline

The client timeline is located in the client details and is updated automatically when a client has an appointment, makes a purchase, or submits a form.

The client timeline:

  • Tracks past and upcoming appointments

  • Tracks sales associated with the client

  • Tracks form submissions

  • Tracks timeline notes

You can filter the client timeline to view only specific types of entries, including appointments, sales, forms, or timeline notes.

To view the corresponding appointment or sale for a timeline entry, select the Appointment or Sale # link.

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