To learn how to view a client’s attendance history, see Viewing a client’s attendance history.
In this article:
To view a client’s upcoming schedule:
- 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 Upcoming Schedule. The list of upcoming services the client has booked are displayed.
Headings in the upcoming schedule
|DATE||The day and time at which the service is scheduled to occur. 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 is scheduled to conduct the service.|
|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.
|SPOTS||If the service is a Class or Event, the number of available spots and the total number of spots in the service are displayed.|
|NOTES||Click the Notes button to view, add, edit, print, or delete SOAP or QUICK notes related to the service.|
|ACTION||Click the More button to cancel the booking. If this booking is part of a series of recurring bookings, you can also select to cancel all bookings in the series.|