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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 form submissions

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

You can filter the client timeline to only view specific types of entries, including appointments, sales, notes, or forms.

To view the corresponding appointment or sale for a timeline entry, click the Appointment or Sale # link.

Timeline entries

Timeline entries can be used for SOAP notes, before and after photos, color formulas, and product recommendations.

Client timeline entries have a date, appear in chronological order, and can have attached files such as photos and PDF documents.

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 the entry using the "..." menu.

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