Who can use this feature?
✓ Primary Owner
✗ Limited Staff
- More information about Pike13 Plans and Roles
Viewing Client Side Menu: History
- Click on Clients at the top of any page
- Choose the Client you wish to view
- Go to the right hand menu
- From here, staff will be able review:
- Photos of current and past Profile Photos
- Notes current and past Notes sent to the client
- Past Visits all previously scheduled appointments, classes and course sessions.
- Bills for all Open and Closed bills
- Signed Documents will allow you to view signed waivers and miscellaneous documents. From here, you can click on the PDF to download the document.
- Sent email will display emailed notifications sent to the client