Client guide
How to View and Filter Client History
Open a client’s full timeline and filter bookings, bills, courses, retail, notes, alerts and messages from one place.
Video walkthrough: opening and filtering a client’s timeline in Salon Manager.
Quick answer
Open Client Timeline and use the history filters
Open the client’s record card, select Client Timeline from the left-hand menu, then use the history filters to choose which activity types are shown.
Before you start
Have these details ready
Access to Salon Manager
Permission to view client records
The correct client record card open
An idea of the history type you want to view
Step-by-step instructions
How to view and filter client history
Follow these steps to focus the timeline on the information you need.
Useful tips
Use filters to find information faster
Use the timeline for a complete view of the client’s past activity.
Filter the history to make specific information easier to find.
Leave only one filter switched on when focusing on one record type.
Review bookings, bills, notes, alerts and messages from one place.
Make sure the correct client record is open before reviewing history.
Troubleshooting
Common issues and what to check
Frequently asked questions
Client history questions
Can I view a client’s full history in Salon Manager?
Open the client’s record card and select Client Timeline from the left-hand side.
What history can I view?
You can view bookings, bills, courses, retail purchases, notes, alerts, text messages and emails.
Can I filter the client history?
Use the controls on the left-hand side to choose which history types are shown.
Can I view only one type of history?
Turn off the filters you do not need and leave only the required filter switched on.
Where is the client timeline?
It is on the left-hand side of the client record card.
Offline reference
Download this guide as a PDF
Keep a printable copy for reception teams or use it during staff training.
Last reviewed: 18 June 2026.
