Client Timeline

To view a client's timeline, open the client details and select the Timeline tab.

A client's timeline tracks the following information:

• Upcoming and past appointments

• Completed sales

• Timeline notes

• Form submissions

You can filter a client's timeline to view specific types of entries, including appointments, sales, timeline notes, or form submissions.

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

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Pinning timeline notes & form submissions

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You can pin up to three timeline notes and three form submissions to the top of a client's timeline. This allows important information about the client to be easily accessible without having to scroll, such as color formulas, treatment photos, and signed consent forms.

To pin a timeline note or form submission to the top of a client's timeline, select the three-dot menu on the entry and select Pin to Top. This will move the note or form submission to the top of the client's timeline (the note or form submission will not appear twice on the timeline).

To unpin a timeline note or form submission, select the three-dot menu on the entry and select Unpin.