Client Timeline

To view a client's timeline, open the client details and select the Timeline tab. A client's timeline is updated automatically when the client has an appointment, makes a purchase, or submits a form.

The client timeline tracks the following information:

• Past and upcoming appointments

• Sales associated with the client

• Timeline notes

• Form submissions associated with the client

You can filter the client timeline to only 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.