How to view appointment history

Your time is valuable, and so is a smooth, efficient calendar. Timely’s appointment history feature gives you a complete, behind-the-scenes look at every booking. Quickly resolve scheduling questions, clarify changes and ensure everything runs perfectly. Say goodbye to guesswork and hello to peace of mind. 

In this article, we'll cover:

• How to view an appointment's history
• What's included in the appointment history
• What's included in the appointment history from the Client's profile

Every time a change or action occurs with an appointment, Timely records a detailed history so you always have a full timeline of events. This includes who created the original booking, any changes to the appointment status, and all amendments made to the date, time, or services. You'll also find a complete record of all client communications, such as when reminder messages or notifications were sent, along with any associated sales and payment information.

These details can be used to determine things like how a staff member might have became double-booked, why a client turned up at the wrong time, or just to check in to see that reminders/notifications were sent.

Booking details

• Details of when the appointment was originally booked - this will let you know if the appointment was created from the calendar by a staff member, or if this was booked online by the client. If the client books online, their IP address will be included in those details. It will show the date, time and any staff member associated (if applicable).
• Record any change in appointment status (by staff member or client) - if a bookings status has changed e.g. from pencilled-in to confirmed, or the appointment was cancelled, this will show the date/time the appointment status was changed.
• Record of any appointment amendments – if the appointment time, or the time/details of a specific service, has been changed, there will be a record of when this was changed (date/time) and by who.

SMS or email notifications

• Date/time of any staff/client SMS/email notifications or reminders - date/time and status (Sent/Invalid/Error) of any SMS or email reminders and notifications including reminder messages, rebooking reminders, follow up messages and consultations.
• Details of any SMS or email notifications that won't send - SMS/emails can fail to send based on a number of factors (Find out more).

Sales and payment information

• Details of any invoices raised or payment applied to invoices - the time a sale is raised against the appointment, payments that are applied and if a sale for that booking has been deleted.

• Details of when an appointment has been deleted - who cancelled a booking and date/time it as cancelled.