You can view all the services a client has attended and assets they have used on their attendance history, which can be found through their client profile. From here, you can change the client’s attendance record and reconcile unpaid visits.
To learn how to view a client’s upcoming schedule, see Viewing a client’s upcoming schedule.
In this article:
To view a client’s attendance history:
- On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
- In the list of clients displayed, click the client’s name.
- On the client’s menu, click Attendance.
- On the Attendance menu, click Attendance History. The history of services the client has attended is displayed.
Headings in the attendance history
|DATE||The day and time at which the service occurred. Recurring bookings are indicated by the Recurring icon . A green Recurring icon indicates the booking has been paid for, while a red icon indicates the booking has not yet been paid for.|
|SERVICE||The name of the service, the location the service was booked at, an icon representing the method used to book the service, and the individual who booked the service.
If the service is a Class or Event, click the name of the service to view its attendance list.
|STAFF||The photo and name of the staff member who conducted the service.|
|STATUS||The attendance status of the service. Statuses include Attended, Late Cancel, No Show, and Pending.
Click the Edit button to change the current status. See Changing a client’s attendance record for more information
|PAID WITH||The payment status for the service.
Click the Edit button to change the payment method or make a payment. See Reconciling an unpaid visit for more information.
|NOTES||Click the Notes button to view, add, edit, print, or delete SOAP or QUICK notes related to the service.|
|ACTION||Click the Remove Visit button to remove the visit from the client’s attendance history.|