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Client Dashboard Side Menu: History

Who can use this feature?

  • Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
  • User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ✅Staff, ❌Limited Staff

Viewing Client Side Menu: History

  1. At the top of any Pike13 page, click on Clients.

  2. Search for and select the client you wish to view.

  3. Go to the right hand menu.

  4. Staff may view:

    1. History to see a summary of recent Account Activity, Past Visits and Signed documents/waivers

    2. Photos of current and past profile photos

    3. Notes sent to the client

    4. Past Visits for all complete, unpaid, no show or incomplete scheduled appointments, classes and courses

    5. Bills for all open and closed invoices, including purchase requests

    6. Signed Documents to see signed waivers and miscellaneous documents. From here, you can click on the PDF to download the document.

    7. Sent email to see email history and notifications sent to the client

  5. Main menu items

  6. Managed clients

  7. Advanced Actions