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Follow a client's history

Steps​

  1. Open the client: in the left menu, click Clients and search by name, document, phone or email.
  2. The overview shows the client's Pets, Purchases, Total spent, Outstanding debt, Available credit and Upcoming appointments.
  3. Use the side menu for the details: Timeline, Financial, Invoices and purchases, Customer credit, Schedule and Relationship.

From the client you can also start a Quick appointment or a New purchase.

Relationship notes​

Under Relationship, write what the team should know about the client, such as preferences, and click Save notes. To record how the client rates the service, click Add evaluation.

Done​

The whole team sees the same history. To manage the client's balance, see Use customer credit.