The client detail page has four sections you can swap between using the dropdown just under the client's name:
Overview — stats, contact info, notes, and pets (see The client detail page)
Bookings — their full appointment history
Agreements — any signed agreements on file
Payment History — money in and money owed
This article walks through the three non-Overview sections.
Tap Bookings from the section dropdown. You'll land on a table showing the client's appointments, filtered by status.
At the top:
A Share upcoming link — use this to send the client a summary of their upcoming appointments (handy when a client texts "when am I next coming in?")
A status dropdown that defaults to Upcoming and also has:
History — every finished appointment
Cancelled
No Show
Waitlist — times this client was on the waitlist
Rejected — appointment requests you've turned down
The count next to each filter tells you how many appointments fall into that bucket (e.g., "History (132)").
Below the dropdown is a two-column table:
Information — the date, time, pet, and service
Status — the appointment's current state
Tap any row to jump straight to the appointment detail panel, the same one you'd see from the Calendar.
When to use:
Checking what a client has coming up
Looking up a past appointment by date or service
Seeing how many times someone has no-showed (growing No Show counts are a red flag)
Sharing an appointment list when a client asks
Tap Agreements from the section dropdown to see any agreements this client has signed — intake forms, liability waivers, dangerous dog acknowledgments, or anything else you've configured in the Agreements section.
Each entry shows which agreement it is, when it was signed, and a link to view or download the signed document. If a client hasn't signed anything yet, this section will be empty.
See the full docs on agreements in the Agreements collection (coming soon) for how to set up and send them.
Tap Payment History to see every transaction on this client's account. You'll find:
Each charge (date, amount, what service it was for)
How it was paid — card, cash, etc.
The running totals you see on the Overview (Total Paid and Unpaid) are calculated from this history
Why it matters:
When a client questions a charge, this is where you look
Before giving a refund, verify the original transaction here
A growing Unpaid balance tells you the conversation is coming — you can see exactly which appointments haven't been settled
Tip: The section dropdown is a quick swap — it doesn't reload the whole page. Jump between Overview, Bookings, Agreements, and Payment History without losing your place.
