Book from client history

Use this guide to view a client’s booking history while creating an appointment. This helps you see previous services, team members and dates, and can make rebooking faster.

Quick answer

To view client history during a booking, select the client in the appointment builder and click Show Booking History at the top left.

Before you start

• You are in the appointment builder
• A client has already been selected
• You want to check or rebook a previous service

Step-by-step instructions

1. Start creating a booking and select the client.
2. When the appointment builder asks you to select a service, go to the top left of the screen.
3. Click Show Booking History.
4. Review the selected client’s booking history.
5. Check the previous service date, previous team member and service name.
6. If the client wants to rebook one of the services, choose that service from the history.

Tips

• Use booking history to speed up repeat bookings.
• Check the previous team member if the client prefers to rebook with the same person.
• Confirm the service with the client before adding it to the new booking.

Troubleshooting

The booking history button is not visible

Check that you are in the appointment builder and that a client has been selected.

The client has no history

They may be a new client or may not have previous bookings in the system.

The previous service is not right for this booking

Use the full service list instead of choosing from history.

FAQs

Can I see what a client booked before?

Yes. Use Show Booking History during the booking process.

Can I rebook a previous service?

Yes. The history gives you the option to choose a previous service for rebooking.

Does history show the previous team member?

Yes. The history can show when the client had the service, who completed it and what the service was.

Download this guide

You can also download the PDF version of this guide for offline reference.

Last reviewed: 16 June 2026.