How to view client history?

How to view client history?

Definition:

Visit history includes all classes / sessions that this customer has attended at your business in the past.

Prerequisites:

Visit history just shows only classes / sessions that this customer has booked and attended via the fitli platform.

Steps:

1 - Log in to your Fitli business account.

  • You will see at least 2 sections on the pulldown on your upper right hand side: "Personal" section and your business name. Some accounts might also have "Professional" section, depends on your account type.
  • Click on your business name to access your business account. This will take you to your business's calendar page, like below.

 

2 - Click on "Customers" at the top menu.

  • This will list all customers at your business.
  • Next to each customer, there will be a "History" link. If you want to view one of your client's history, click on the highlighted "History" link beside your client's name.

Here is an example of client history:

You can export your customers' visit history! Just click on the "Export" button on the upper right corner to download a .csv file of their visits.

That's about it! Any questions? Chat with us or send us an email to support@fitli.com.

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