> For the complete documentation index, see [llms.txt](https://support.rosysalonsoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.rosysalonsoftware.com/clients/client-log-overview.md). # Client Log: Overview ## Where to find the Client Log {% stepper %} {% step %} ## While Scheduling an Appointment Once you have selected the client, click on their NAME in the top left corner, **OR** cli the "Client Log" button at the bottom left. ![Client Log](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/ToJF3lCbwwAs6cOQd7Gb/Client%20Log.png) {% endstep %} {% step %} ## Within an Existing Appointment Click on the client's appointment on the Schedule, then click on their NAME in the top left corner, **OR** click on the "Client Log" button to the right. ![Client Log 2](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/0JpkzybNCJ5TOfTPwJ3K/Client%20Log%202.png) {% endstep %} {% step %} ## During Checkout Click on the client's NAME at the top of the Sales Ticket, **OR** click the "Client Log" button at the bottom. ![Client Log Checkout](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/u0SwXYUoJnGXhS7D9PLY/Client%20Log%20Checkout.png) {% endstep %} {% step %} ## Without an Appointment Go to: Manage > Clients > Search & select the client's name ![Client Log Without Appointment](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/F73ckvQ0anSn1M1Rmc05/Client%20Log%20Without%20Appointment.png) {% endstep %} {% step %} ## Searching the Schedule **Limited View; Only shows part of Profile, Future Appts, Retail, and Services** You can search & select the client's name in the top, right corner of the Schedule screen to see a limited version of the Client Log. ![Searching Schedule](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/Gz57G7xeL6yLFXAKQaVl/Searching%20Schedule.png) {% endstep %} {% endstepper %} ## Client Log Overview
### Profile Here you'll find Basic Contact Information and Demographics, the client's card on file, any Discounts or Bad Checks, their Communication preferences, manage their [Online Scheduling](/online-client-scheduling.md) account, and whether or not the client is attached to another as a parent/child. **Basic Information:** * The Email Address cannot be the same as any other client's email address UNLESS the clients are attached as parent/child. [*See more on Parent-Child Accounts here*](/clients/parent-child-accounts.md)*!* * If you see a red paper airplane icon next to the email, it has not yet been verified. When you see a green check mark, the email has been verified. This is only relevant for use with the [New Online Booking Platform](/online-client-scheduling/new-online-booking-feature-preview.md). Clients will continue receiving their appointment and marketing emails regardless of verification status. **Account Archived:** if a client has not been in recently and you do not want them to appear in your search results, you can [archive the client](/clients/archiving-clients.md) **First Visit:** is recorded when their first ticket is closed **Credit Card:** A card can only be stored on file if you are integrated with [RosyPay](https://rosysalonsoftware.com/rosypay/). * You will only be able to have one card stored at a time, and you will only be able to see the last 4 digits of the card for security reasons. * You can Replace a client's card on file at any time here. However, you cannot delete a client's card on file if they have any current recurring memberships, future appointments, or pending cancellation/member charges. **Discounts:** automatically apply discounts to the client's service and retail purchases **Personal Checks:** You can turn off the client's *individual* ability to provide personal checks as payment for any reason you deem necessary. **Referred By**: If the client was referred by another existing client, you can enter that client's name here. If you have [Rewards Points](/advanced-settings/rewards-and-referrals.md) setup for Client Referrals, that client will receive points. [**Originations**](/advanced-settings/adding-editing-client-originations.md)**:** allow you to track where the client originated from **Demographics**: If you have Birthday [Auto Emails](/marketing/auto-email-campaigns.md) setup, you'll enter the client's Birthday here! **Communications:** Use the check boxes to control what kind of texts/emails the client receives from you. **Online Client Scheduling:** You have the ability to take away any client's access into their Online Scheduling account for whatever reason you deem necessary. * You can also setup a Username for them to use with Classic OCS and send a password reset email to them. * If using the New OLB platform, when requesting a password reset please ensure that box is checked. If the box is unchecked, clicking Reset will email a reset link for Classic OCS. ### Future Appts You can view the client's appointments from today, as well as future appointments, and cancel them from this page using the ![rtaImage (5)](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/YcPzMPj1Zs7ZbErMkVfa/rtaImage%20\(5\).png) icon. * Use the buttons at the bottom of their Future Appointments list to Print and/or Email the entire list to the client. * If the client has any Products Reserved for future appointments, you'll also view that information here. ### Retail View the client's past retail purchase history, and add any products in the list to the client's open ticket, *(if they have one)*, using the ![rtaImage (1)](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/6161RhnDOgCHkwzOjY4M/rtaImage%20\(1\).png) icon. ### Services View the client's past service purchase history and cancelled services. * Click on the name of any service to view their Appointment Log from that day. * Use the ![i icon](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/ET077a1lm2iANME58dlu/i%20icon.png) icon to expand any cancellation reasons. * You'll also manage any [Custom Service Durations/Pricing](/clients/custom-service-durations-prices.md) from here. ### Packages & Memberships View all of the client's past and current Package and/or Membership history. * Click on the package/membership to view any services included in the package/membership, usage history, payment logs, leftover services and rollovers to use, etc... * *View our "* [Managing Recurring Memberships](/advanced-settings/managing-recurring-memberships.md) *" article for more details!* ### [Gift Cards](https://support.rosysalonsoftware.com/articles/Knowledge/Gift-Cards?r=3846\&ui-knowledge-components-aura-actions.KnowledgeArticleVersionCreateDraftFromOnlineAction.createDraftFromOnlineArticle=1\&hsLang=en) View any Gift Cards the client has purchased and/or used here. Click on the Gift Card Code to expand any usage history. ### [Rewards](/advanced-settings/rewards-and-referrals.md) You'll view all Reward Points history here, as well as have the ability to manually Adjust Points if you are a Manager or Owner. * Remember that rewards are visible to clients when reviewing their profile online. Any custom memo used when manually adjusting points will be visible to them. ### Formulas You'll view and enter any Color Formula History here, as well as who entered the formula and when. If your [Employee Permissions](broken://pages/0e3b512202522659b2bb03e80f734bc748e72189) allow you, you'll be able to click on the formula itself to edit it, but you cannot delete them once they are entered. ### Notes You'll be able to view and enter any Client Notes here, as well as who entered the note(s) and when. * Use the ![rtaImage (5)](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/DiQOXezYgjdJRv40cHuQ/rtaImage%20\(5\).png) icon to delete any notes. You cannot edit any previously entered Notes. ### Uploads *(You will not have this tab if you do not have the* [*Client Connect*](/marketing/client-connect.md) *bundle)* Enter, view, and delete any files here. You can also set a Profile photo for the client. ### Deposits If you are using RosyPay and have [deposits](/advanced-settings/deposits.md) required for booking, you can track past and current deposits for your clients here.