thread How to find historical appointments in Archived Discussions (Read Only)

Is there a way to view appointment history per customer other than in the scheduling window?

npha — Wed, 01 Mar 2017 21:37:16 GMT

When I schedule an appointment I can see what past/upcoming appointments have been scheduled. Is there any other way to view that information? Thanks!

Re: Is there a way to view appointment history per customer other than in the scheduling window?

Spenser — Thu, 02 Mar 2017 19:07:32 GMT

Hi @npha, good question. You can see your individual customer's history from your Clients page. Select the client you'd like to view, and you find their past and upcoming appointments below their contact details. Hope that helps!

Re: Is there a way to view appointment history per customer other than in the scheduling window?

mlestrux — Fri, 05 May 2017 01:55:50 GMT

Can clients view their appointment history though a user login?

Re: Is there a way to view appointment history per customer other than in the scheduling window?

Tom — Sat, 06 May 2017 17:07:41 GMT

Hey @mlestrux, welcome and thanks for bringing this up!

At this time, there isn't an option for the customer to log in and view their appointment history. As a workaround, your customer could refer to previous appointments using their email notifications as long as they haven't deleted them. Out of curiosity, can you share some more information on why this feature would be helpful for your business? I'd like to get more details over to our Product Liaison team. 🙂

Re: Is there a way to view appointment history per customer other than in the scheduling window?

mlestrux — Sat, 06 May 2017 17:43:00 GMT

Sure! My clients are accustomed to booking several appointments into the future because my books fill up quickly. I am currently using a system in which they can log in and view previous appointment dates and all future appointments they have booked in one place. We have found it to be a useful feature.

I am still comparing Square appointments with other systems and haven't made a decision yet. We would love to use the Square platform because we currently use it for our CC processing, but there are other features I would love to see implemented. Can I pass those along, as well?

Re: Is there a way to view appointment history per customer other than in the scheduling window?

Tom — Sat, 06 May 2017 19:39:57 GMT

Thank you for circling back! Yes, that makes sense. I'll be sure to pass this along and point out how the visibility of it will help your customers plan for future events. One thing that I wanted to point out — you can turn on an automated reminder for your clients that will help prevent any missed appointments. More info here: Manage Appointment Communications.

Yes, feel free to join the conversations on existing requests or start a new topic if you don't see the the request addressed already.🙂

Hope this helps! Thank you for your patience as we're constantly working to improve.

Re: Is there a way to view appointment history per customer other than in the scheduling window?

wlminer — Wed, 01 Nov 2017 14:45:01 GMT

"At this time, there isn't an option for the customer to log in and view their appointment history. As a workaround, your customer could refer to previous appointments using their email notifications as long as they haven't deleted them. Out of curiosity, can you share some more information on why this feature would be helpful for your business? I'd like to get more details over to our Product Liaison team. "

My clients book an entire year in advance. They don't like to save all those emails. They've been booking online with me for 10 years and are used to being able to see all their booked/cancelled appointments online. I'm getting push-back for this lack of feature.

Re: Is there a way to view appointment history per customer other than in the scheduling window?

EJ_ — Wed, 01 Nov 2017 22:00:07 GMT

@wlminer Thanks for sharing your interest on this feature.

Nothing new to report in regards to this, but if anything changes we'll be sure to update everyone.

How to find historical appointments

Brighids7 — Thu, 23 Apr 2020 20:18:54 GMT

I am wondering how we can see our customer appts for the past year ? Does anyone know and can you please share ?

thank you

Re: How to find historical appointments

nika — Sat, 25 Apr 2020 19:56:33 GMT

Welcome @Brighids7!

It's not possible to see every appointment that was scheduled during a certain time frame. At this time you're only able to see appointment history per customer as Spenser mentions on this thread.

Please let us know if any other questions come up!