To view and filter a client’s history in Salon Manager, open the client’s record card, click Client Timeline on the left-hand side, then use the history filters to choose which items you want to see.
Before you start
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, such as bookings, bills, notes or messages
Step-by-step instructions
Open Salon Manager. Go to the client area. Search for the client whose history you want to view. Open the client’s record card. Click Client Timeline on the left-hand side. The client’s full history will open. Review the history items shown on the timeline. Use the filters on the left-hand side to choose what you want to see. Turn filters on or off for items such as Bookings, Bills, Courses, Retail, Notes, Alerts, SMS and Emails. To view only one type of history, turn the other filters off and leave the required filter on. For example, leave Bills switched on if you only want to view the client’s bill history.
Tips
Use the timeline when you need a complete view of a client’s past activity. Filter the history to make it easier to find specific information. Leave only one filter switched on if you want to focus on one type of record. Use the client timeline to review bookings, bills, notes, alerts and messages from one place. Make sure you are viewing the correct client before checking their history.
Troubleshooting
The Client Timeline button is not visible
Make sure you have opened the client’s record card. The Client Timeline option appears on the left-hand side.
The timeline is showing too much information
Use the filters on the left-hand side to turn off the history types you do not need.
I only want to see bills
Turn off the other filters and leave Bills switched on.
The history I need is not showing
Check that the relevant filter is switched on, such as Bookings, Notes, SMS or Emails.
The client timeline will not open
Check your user permissions and make sure you have access to view client history.
FAQs
Can I view a client’s full history in Salon Manager? Yes. Open the client’s record card and click Client Timeline on the left-hand side.
What history can I view? You can view history such as bookings, bills, courses, retail purchases, notes, alerts, text messages and emails.
Can I filter the client history? Yes. Use the sliders on the left-hand side to choose which history types are shown.
Can I view only one type of history? Yes. 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.
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