- From your Client pull down menu on top of the page, select Business Clients.
2. You can search your client by name, phone or email. Once you have found your client, select View Details.
Within the client profile you are able to view appointment history in 3 different ways.
3. First, you can select Email Appointment List if you would like to email yourself or your customers their appointment list.
4. If you would like to have a paper copy of your client history, go ahead and click Print Client History.
5. To quickly view your clients total appointments and appointment information, just go ahead and click on the number within Total Appointments and a window with this information will pop up.