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 upcoming and past appointments
Tracks sales associated with the client
Tracks timeline notes
Tracks form submissions
You can filter the client timeline to view only specific types of entries, including appointments, sales, notes, or forms.
To view the corresponding appointment or sale for a timeline entry, select the Appointment or Sale # link.
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