Select a topic:
Getting Started
Introduction to Mangomint
Switching to Mangomint
Setting Up Your Account
Guide for Admin UsersGuide for Non-Admin Users
Learning the Basics in Mangomint
HIPAA Compliance
Using Mangomint with a Booth Renter or Hybrid Model
Calendar & Appointments
Calendar
Calendar BasicsCalendar Colors & IconsCalendar Display Preferences Scheduling OptionsPrint Daily Appointment Schedule
Appointments
Create a New AppointmentCreating an Appointment with Multiple Services or Staff MembersEdit an AppointmentCancel or Delete an AppointmentRepeating Appointments
Express Booking™
Set Up Express Booking™Use Express Booking™What happens after an Express Booking™ link is sent?FAQ: Express Booking™
Intelligent Waitlist
Enabling the WaitlistAdding and Finding Waitlist EntriesBooking an Appointment from the WaitlistSetting Up Waitlist Automated MessagesAllowing Clients to Join Waitlist in Online Booking
Resources
Understanding Resources and Resource GroupsCreating ResourcesAdding Resource Requirements to ServicesCreating Services that Do Not Require Staff MembersUsing Resources to Manage Service AvailabilityViewing Resources on the CalendarFAQ: Resources
Waiting Room
Using the Waiting RoomClient Self Check-In
Time Blocks
Create a Time BlockCreate a Repeating Time Block
FAQ: Calendar & Appointments
How can I set up alternating hours for staff members?How do I link my Mangomint calendar to my iCal or Google calendar?How do I resend client notifications?How can I collect photos during booking?How do I print a client's appointment details?How can I enforce my cancellation policy?How do I un-cancel an appointment?
Sales & Checkout
Sales & Checkout Basics
Check Out an AppointmentStart a Checkout Without an AppointmentCheck Out Appointments Together (Combine)Split Services into Separate CheckoutsApply a Discount During CheckoutSave a Checkout for LaterDiscard an Existing CheckoutClient Self CheckoutSending and Printing a Client ReceiptNavigating the Sales Screen
Refunds & Returns
How to Process Full RefundsHow to Process Partial RefundsRefunding a Deposit to a Gift CardVoiding a SaleReversing a PaymentProduct Returns
Tips/Gratuity
Adding and Splitting TipsAssigning Tips for Assistants or Resource-Only Services
FAQ: Sales & Checkout
Can I automatically add a surcharge or fee to every checkout?How do I change the service provider on a closed sale?
FAQ: Refunds & Returns
How do I handle product exchanges?How can I refund a gift card purchase?How do I do a product return and refund to a gift card?How do I fix an accidentally voided sale?How do I process refunds through other payment processors?
FAQ: Tips/Gratuity
How do I collect a tip on a zero-balance sale?How do I fix an unassigned tip on a service sale?How do I fix an unassigned tip on a gift card or package sale?How do I pay my staff members cash tips?
Payments
Payment Basics
Payment TypesSigning Up for Mangomint PaySplit Payments Between Multiple Payment Methods
Payment Accounts
Payment Account BasicsSetting Up a Payment Account for a Staff MemberSigning Up for a Staff Member Payment Account
Credit Cards
Taking Credit Card PaymentsTaking Payments with the Front Desk DisplayTaking Payments with a Card Reader Connected to Your iPhone or iPadRequiring a Credit Card in Online BookingManaging Cards on FileClient Self CheckoutMangomint Pay: Balance & PayoutsMangomint Pay: Payout ScheduleMangomint Pay: Monthly SummariesMangomint Pay: Update Account DetailsFAQ: Mangomint PayBest Practices: Credit Card PaymentsPayment Disputes
Deposits
Take a Deposit ManuallyTake Deposits with Express Booking™Require a Deposit in Online Booking
Other Payment Options
Using Non-Integrated Payment ProcessorsTaking Cash Payments and Calculating ChangeTaking Check Payments
Hardware
Front Desk Display vs. Direct ConnectionFront Desk Display: Hardware Purchase GuideSetting Up Your Front Desk DisplaySetting Up the iPad Kiosk ModeUpdating the Mangomint Mobile App on the Front Desk DisplayConnecting a Card Reader Directly to Your iPhone or iPadCompleting a Test Transaction Using Your Card ReaderTroubleshooting Guide: Front Desk DisplayTroubleshooting Guide: Card ReaderUsing a Barcode Scanner to Scan Products During Checkout
Cash Drawer
Add a New CountAdd a New Pay-In or Pay-OutCash Drawer Daily Closeout
Advanced Settings: Payments & Checkout
Payroll Processing
Signing Up for Payroll Processing
Adding and Removing Staff Members from Your Payroll
Payroll Report
Running Payroll
FAQ: Payroll Processing
Staff Members
Adding and Inviting Staff Members
Archiving a Staff Member
Managing Staff Member Work Hours
Assign Services to Staff Members
Staff Member Permissions
Staff Compensation
Service and Product CommissionHourly and Salary CompensationPayroll Settings
Set a Day Off for a Staff Member
Set Days Off for Multiple Staff Members at Once
Resetting Passwords
Viewing Your Daily and Weekly Totals
Services
Creating Services
Deleting Services
Service Customizations
Create Service CustomizationsShow Base Prices for Service CustomizationsCustomize a Service for an AppointmentFAQ: Service Customizations
Processing, Finishing, and Buffer Times
Assign Services to Staff Members
Enable Services for Online Booking
Creating Services that Do Not Require Staff Members
Using Resources to Manage Service Availability
FAQ: Services
How do I set up couples services?How do I enable or disable taxes on services?How can I deduct a back bar fee for my services?How can I track services sold through Groupon or other online promotions?
Clients
Client List
Navigating the Client ListAdding and Deleting ClientsMerging Duplicate ClientsExporting Your Client List
Client Details & Timeline
Client DetailsClient TimelineClient, Timeline, and Appointment NotesBlock a Client from Online BookingPrint a Client's Upcoming Appointments
Client Portal
Two-Way Texting
Navigating the Messages Screen
Sending and Receiving Text Messages
Adding Internal Notes in a Conversation
Using Multiple Phone Numbers
FAQ: Two-Way Texting
Email Marketing
Create and Send Marketing Emails to Clients
Client Filters for Marketing Emails
Marketing Credits
View Your Email Campaign Performance
Using a Custom Email Address
Sending Marketing Emails from a Custom Email AddressAdding DNS Records to BluehostAdding DNS Records to GoDaddyAdding DNS Records to SquarespaceAdding DNS Records to Wix
FAQ: Email Marketing
Products & Inventory
Creating Products
Search & Sort Products
Add Inventory Change
Purchase Orders
Add & Manage SuppliersSet Up Products for Purchase OrdersCreate Purchase OrdersReceive a Purchase Order Delivery
FAQ: Products & Inventory
Automated Messages
Enabling and Disabling Automated Messages
Customizing Automated Messages
Setting Your Cancellation Policy
Asking Clients to Submit a Review
Advanced Settings: Automated Messages
Online Booking
Enable Online Booking
Enable Services for Online Booking
Adding Online Booking to Your Website
Online Booking Guides for Popular Website Builders
Adding Online Booking to a Shopify WebsiteAdding Online Booking to a Squarespace WebsiteAdding Online Booking to a Wix WebsiteAdding Online Booking to a WordPress Website
Adjusting Online Booking Preferences
Adjusting Staff Selection Options in Online Booking
Using Direct Booking Links
Add Booking Link to Google Business Profile
Online Booking from the Client’s Perspective
Gift Cards
Digital Gift Cards
Setting Up Digital Gift CardsSelling Digital Gift Cards OnlineFAQ: Digital Gift Cards
Selling Gift Cards When Checking Out an Appointment
Selling Gift Cards Without an Appointment
Applying Discounts on Gift Cards
Redeeming a Gift Card During Checkout
Creating Gift Card Promotions
Adding Gift Cards Sold Outside of Mangomint
Tracking Gift Card Sales & Usage
FAQ: Gift Cards
How can I refund a gift card purchase?How do I send a digital gift card?
Packages
Creating a Package
Selling a Package
Using a Package During Checkout
Sell and Redeem a Package on the Same Day
Manually Adding Packages and Adjusting Package Quantities
Transferring a Package to Another Client
Memberships
Membership Basics
Set Up a Membership PlanStart a New Membership for a ClientUse a Membership During Checkout
Managing Membership Plans
Update a Membership PlanChange a Membership Plan NameArchive a Membership Plan
Managing Client Memberships
Find a Client's MembershipChange the Payment Method on a Client’s MembershipChange the Price/Discount on a Client’s Membership Adjust the Quantities of Remaining Services on a Client’s MembershipSwitch a Client's Membership to the Current Version of the PlanCancel a Client’s Membership
FAQ: Memberships
What do the membership statuses mean?How do I resend the credit card email request to my client?What happens if a credit card payment fails for a membership?How do I apply a membership towards a higher-priced service?How do I remove product or service discounts from a membership during checkout?How do I change the service expiration date on a client's membership?How do I transfer memberships from my previous booking system?How can I send custom email campaigns to my clients with active memberships?
Integrated Forms
Creating Form Templates
Sending Forms to Clients
Adding a Form to an Existing Appointment
Using Image Markup on a Form
Saving Progress on a Form
Filling Out Client Forms in Person
Viewing Form Submissions and Resubmitting Forms
Approving a Form Submission
FAQ: Integrated Forms
Time Clock
Setting Up the Time Clock
Using the Time Clock
Setting Up Different Task Types
Using Task Types
Managing Time Cards
Clock In and Out on a Front Desk Device
App Manager & Integrations
Using the App Manager
Memberships SettingsTime Clock Settings
Mailchimp Integration
Setting Up the Mailchimp IntegrationSending Emails to Your Clients Using Mailchimp
WaiverForever Integration
Setting Up the WaiverForever IntegrationCreating Waivers in WaiverForeverCollecting Waivers From Your Clients
Gift Up! Integration
Setting Up the Gift Up! IntegrationAdding Gift Up! to Your Website
Shopify Integration
Reports
Available Reports
Staff Reports
Sales Reports
Gift Card Reports
Packages Reports
Membership Reports
Payment Reports
Inventory Reports
Business Reports
FAQ: Reports
Business Setup
Business Details
Locations
Phone Numbers
Logo & Branding
Payroll
Advanced Settings: Business Setup
Mangomint Subscription
Updating Your Mangomint Subscription
Viewing Invoices for Your Mangomint Subscription
Home
>Clients
>Client Details & Timeline

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.

Start a chat with us

Can't find what you're looking for?

with us to talk to a real person and get your questions answered, or register for one of our live webinars.

© Mangomint, Inc. All rights reserved.