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Timely provides a powerful suite of client reports designed to help you understand your clientele and grow your business. From tracking new and returning clients to identifying a specific target audience for a new marketing campaign, these reports give you a comprehensive overview of your client base.
This article shows you how to use the Customer notes report:
Step by step instructions
The Customer Notes Report will show you all of the notes that you have entered against the customer's record, as well as any booking notes that have been added directly to appointment.
1Go to 'Reports' and ensure you have the 'Customer notes' report selected from the dropdown and then select the date range (last 7, 14, or 30 days) or select 'All Time' to see all Notes
2To view your selections, click on 'View Report'
3The report will then show all of your customers in alphabetical order.