How to view client product sales history

If you're selling products to your customers, it's important to see what they have previously purchased so you can maximise the potential to upsell to them at their next appointment.

Client record

To view a client's product sales history:

  1. View the client's record under the Customers tab
  2. Click on the Products tab. The client's product sales history will be displayed in chronological order
  3. If you have access to sales in Timely, you'll be able to click through to the original invoice

Calendar sidebar

You can view the client’s two most recent product sales in the calendar sidebar:

To view all product sales, click the View all link to be taken to the Products tab on the client record.

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