Salon Manager Client CRM guide

How to View and Filter Client History

Open a client’s full timeline and filter bookings, bills, courses, retail, notes, alerts and messages from one place.

Video walkthrough: opening and filtering a client’s timeline in Salon Manager.

Quick answer

Open Client Timeline and use the history filters

Open the client’s record card, select Client Timeline from the left-hand menu, then use the history filters to choose which activity types are shown.

Before you start

Have these details ready

Access to Salon Manager
Permission to view client records
The correct client record card open
An idea of the history type you want to view

Step-by-step instructions

How to view and filter client history

Follow these steps to focus the timeline on the information you need.

1Open Salon ManagerSign in and open the Salon Manager application.
2Go to the client areaOpen the area used to search and manage client records.
3Find the clientSearch for the client whose history you want to review.
4Open the client recordOpen the correct client’s record card.
5Select Client TimelineChoose Client Timeline from the left-hand menu.
6Open the full historyWait for the client’s timeline and history to load.
7Review the timelineCheck the history items currently shown.
8Use the filtersUse the controls on the left-hand side to choose which history types are visible.
9Choose the required history typesTurn filters on or off for Bookings, Bills, Courses, Retail, Notes, Alerts, SMS and Emails.
10Focus on one history typeTurn the other filters off and leave only the required filter switched on.
11Review the filtered resultsFor example, leave Bills switched on to view only bill history.

Useful tips

Use filters to find information faster

Use the timeline for a complete view of the client’s past activity.
Filter the history to make specific information easier to find.
Leave only one filter switched on when focusing on one record type.
Review bookings, bills, notes, alerts and messages from one place.
Make sure the correct client record is open before reviewing history.

Troubleshooting

Common issues and what to check

The Client Timeline button is not visible

Make sure the client’s record card is open. Client Timeline appears on the left-hand side.

The timeline is showing too much information

Turn off the history filters you do not need.

I only want to see bills

Turn off the other filters and leave Bills switched on.

The history I need is not showing

Check that the relevant filter is switched on, such as Bookings, Notes, SMS or Emails.

The client timeline will not open

Check your user permissions and confirm that you can view client history.

Frequently asked questions

Client history questions

Can I view a client’s full history in Salon Manager?

Open the client’s record card and select Client Timeline from the left-hand side.

What history can I view?

You can view bookings, bills, courses, retail purchases, notes, alerts, text messages and emails.

Can I filter the client history?

Use the controls on the left-hand side to choose which history types are shown.

Can I view only one type of history?

Turn off the filters you do not need and leave only the required filter switched on.

Where is the client timeline?

It is on the left-hand side of the client record card.

Offline reference

Download this guide as a PDF

Keep a printable copy for reception teams or use it during staff training.

Download PDF Guide

Last reviewed: 18 June 2026.

Other recommended guides

Update cookies preferences