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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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