The History view provides an immutable, timestamped audit trail covering every interaction with a client account. Every booking, cancellation, payment, refund, SMS sent, email opened, note added, consent form signed, and status change is captured automatically by the system. This record is invaluable for resolving billing disputes, reviewing long-term client journeys, understanding treatment patterns, and demonstrating compliance.
Kaip tai veikia
01
Open a client profile and click the History or Activity tab in the top navigation.
02
Scroll the timeline to browse all events in reverse chronological order, newest first.
03
Use the event-type filter to display only specific categories: bookings, payments, messages, or notes.
04
Click any individual event to expand the full detail, including the staff member who performed the action.
05
Export the complete history as a PDF compliance document or CSV data file for any required period.
Pagrindinės ypatybės
Full chronological activity timeline
Event type and date filtering
Staff member attribution on each event
Immutable timestamped audit trail
Complete payment and refund history
Communication thread logging
Consent form completion records
PDF and CSV export options
Profesionalūs patarimai
History is your first port of call when resolving any client dispute — the timestamped record is authoritative.
Review a client's full history before a new consultation to fully understand their treatment journey to date.
When a payment discrepancy is raised, use History to find the exact transaction and the staff member involved.
Filter history to a single event type when you need to quickly find the last time a specific service was performed.
Feature Illustration
History
Feature illustration