Who can use this feature?
- Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
- User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ✅Staff, ❌Limited Staff
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.
