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 all appointments (upcoming and past)

  • Tracks any sales associated with the client

  • Tracks form submissions

  • Allows staff members to add notes (timeline entries) that are separate from the global client notes.

You can also filter the client timeline to only view specific entries, including appointments, sales, notes, and forms.

Timeline entries

Client timeline entries have a date, appear in chronological order, and can have any number of attached files such as photos and PDF documents. Timeline entries are commonly used for SOAP notes, before and after photos, color formulas, and product recommendations.

When adding a timeline entry, you can use the current date, or select a different date. Once a timeline entry is added, you can edit or print it using the “…” menu.

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