Customers
Read a customer profile, upcoming visit and history
Read a customer profile, upcoming visit and history
Step by step
- Open “Clients” from the sidebar.
- 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.
- 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.
- 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.
- 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.