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How to Search and Access Global Client Information
When managing global clients, locating their records across multiple sites is streamlined by using the client search feature.
Searching for Global Clients
- Preferred Search Method: Search for clients using their unique mobile number. This ensures a complete network-wide search and returns precise results.
- Alternative Search Options: You can also search by first name or last name if needed. To do so, click the Search Other Locations button.
Once You Locate the Client:
You can:
- Access the client's profile.
- View their client history.
- Schedule a new appointment for them.
Updating Contact Details
- To change contact details, access the client’s profile and click Save.
- This will automatically update their information across all locations they are associated with.
Viewing Client History Across Sites
To view a client's history across multiple locations:
- Navigate to Client History.
- Tick Include History from Other Sites.
- This will show the client’s activity history from all other locations they are linked to.
- The history will display the name of the site alongside the client’s transactions.
Viewing Total Spend Across Other Sites
- Click the History's Total tab.
- Double-click on Other Sites to view the client’s total spend across all linked locations.
Important Notes
- Once you exit the history screen, the Include History from Other Sites option will automatically be deselected.
- You’ll need to re-select this option each time you want to view history across other sites.