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Read a customer profile, upcoming visit and history

Read a customer profile, upcoming visit and history

Step by step

  1. Open “Clients” from the sidebar.
  2. Find and open the correct person. Check name/contact before reading or editing. A collaborator accesses only customers related to their appointments; summary data may be scoped to that relationship.
  3. Review completed visits, spending, first/last visit, Next appointment and usual service when loaded. These are saved records, not a promise of future bookings or a customer debt balance.
  4. In history check date, service, professional and price. Manage an existing appointment through its link; use Recurring plan for repeated visits. Do not edit one person’s details to move another person’s history.
  5. Photo/gallery and care records are separate sections. If summary or gallery fails, reload before interpreting blank values as zero; report the error without clinical content.

Feature availability depends on your plan and permissions.

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Find guidance in our articles or contact our team.

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