See a client's history and add private notes

Open any client to review every visit, purchase and loyalty detail in one place — and jot down private notes and tags only your team can see.

1. 1

   Open a client

   From the Clients list, click a client card to open their profile. The overview shows their contact details and key stats — total spent, total bookings, cancellations and no-shows.

2. 2

   Review their visit history

   Scroll down to Upcoming Appointments and Past Appointments to see what they've booked and when. You'll also find retail purchases, packages, wallet balance and stamp-card progress here.

3. 3

   Add private notes

   Click Edit, type into the Notes box (for example allergies or preferences), then Save. Notes are internal — the customer never sees them. Edit

4. 4

   Tag the client

   In the same Edit screen, use the Tags section to add labels like "VIP" or "regular". Type a tag and click Add; tags you've used before suggest themselves as you type. Add

5. 5

   Find people by tag later

   Back on the Clients list, open Filters and pick your tags to pull up everyone with that label. Filters