What information does the system keep on customers?

You control the information that the system keeps for your customers by selecting the fields that display for customers and designating which are required

(see the “Related Articles” section below).

Appointment history is stored automatically for each customer. To access this history:

CLICK: Customers Tab > Search for the customer > Select their name > Appointment History

You can also view and print out a customer’s appointment history via the Appointment Report in the Reports section of Site Administration.

Any Customer Notes you enter for a customer are also saved in the system.

There is no limit to the amount or time range of history the system can keep on a customer.