Viewing a client’s activity

Within a client profile, you can view a log of the client’s activity. This can be useful when you need to confirm the client’s activity to administer a refund or add rewards points.

You can add rewards points for certain activities directly from the client’s Activity page. For more information, see Adding or removing rewards points from a client’s profile.

Attendance tracking entries on the Activity page include the following information in their descriptions:

• Changes to the client’s attendance status for the service.
• The name of the staff member or client who made the change.
• The application from which the change was made.
• The name of the service that was affected.
• The date the change was made.
• The business location associated with the service.
• The name of the staff member associated with the service.

In this article:

To view a client’s activity:

1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
2. In the list of clients displayed, click the client’s name.
3. On the side menu, click Activity. The User Activity list is displayed.
   • To filter the list for specific activities, click Show All and select an option from the list.
   • To view activities during a specific date range:
     • Click FROM and select a start date.
     • Click TO and select and end date.

Icons on the Activity page

Activity	Icon	Description
Attended		The client attended their scheduled session.
Birthday		The client’s birthday.
Early cancel		The client canceled their scheduled session before the cancellation deadline.
Gym visit		The client checked in using a gym visit.
Late cancel		The client canceled their scheduled session after the cancellation deadline.
No-show		The client missed their scheduled session without canceling.
Payment		The client made a purchase from your store or they were charged for an automatic payment.
Prize redemption		The client redeemed a prize using their rewards points.
Purchase Option transfer		The client’s Purchase Option was transferred to another client.
Registration		The client registered with the business.
Review		The client wrote a review.
Reward points reset		The client’s reward points were reset.
Service booking		The client booked a service or a staff member booked a service for the client.
Wait list removal		The client was removed from the wait list for a service.