View Client Details
Helps you understand the client’s purchase habits, loyalty, and preferences—perfect for offering customized services or promotions.
View Full Client Details
Purpose: Access complete client profiles to understand their history, contact details, and transaction activities.
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Navigate to the Clients Page
From the left-side menu, click on Clients. -
Click on the Client's Name
Locate the client you're interested in and click directly on their name.
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View the Profile Panel
A detailed profile panel will slide in from the right side. -
Review Client Information
The panel includes complete contact and activity info:
- Phone number, email, gender, address
- Birth date, anniversary (if added), and date created
- Total number of appointments
- History of sales, vouchers, memberships, gift cards, and product purchases
- Close the Panel
Click the X (Close) icon on the top right corner to close the profile.
Tip for First-Time Users:
This feature helps teams provide personalized service by understanding client history and preferences.
More questions about this
Can I edit client details from the profile panel?
No, the panel is view-only. To make changes, open the client’s edit screen.
Q2. Is the client activity real-time?
Yes, all the displayed history and data are updated in real-time.
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