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Accessing Client History, Visit Notes, and Transaction Details in Shortcuts Cloud
In this guide, we'll walk you through how to efficiently access a client's history, visit notes, and transaction details.
How to Access Client History
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Through the Operations Menu:
- Navigate to the Operations menu.
- Select Customers and search for the client.
- Click on the client's name and then select the History button.
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Through a Booked Appointment:
- Open the client’s Booked Appointment.
- Click More and select Customer History.
Once accessed, you can view the client’s history and any previous visit notes.
Viewing and Entering Visit Notes
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Viewing History and Notes:
- Client history is displayed from newest to oldest.
- Select the date on the left to view specific history and visit notes.
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Entering New Visit Notes:
- Click the pencil icon to add new notes.
- Enter your notes in the box and click the check icon to save.
Viewing Transaction Details
- Transaction Breakdown:
- Navigate to the Transaction tab.
- View details such as:
- Items sold
- Employees involved in the transaction
- Pricing and applied discounts
- Payment types used
Key Takeaways
- You can quickly access and manage client history, visit notes, and transaction details.
- Use the History button or Customer History through appointments to reference information.
- Easily add new visit notes and view transaction details for a full overview of client interactions.
This streamlined process helps you stay organized and provide an informed, personalized experience for each guest.