How do I let clients see their booking history?
Set up the client view
Many booking tools let clients log in to see upcoming and past appointments. Turn on this feature only after you confirm the tool separates each client's data. Clients should be able to see their own bookings and nothing else.
Decide what the client view should show. Dates, services and status are often enough. Keep internal staff notes, pricing margins and other business details out of the portal. Review what the portal shows before you turn it on for everyone.
- Turn on the client portal feature
- Confirm clients see only their own data
- Show dates, services and status
- Keep staff notes hidden
Make it easy to use
Send a short message with a link to the portal when a client first books. Explain what they can do there, such as rescheduling or updating contact details. A simple first-time guide reduces support calls.
Review the portal periodically. Check that the links still work, that old accounts are handled properly and that the wording matches your current policies.
- Send a link when clients first book
- Explain what they can do in the portal
- Test the links every few months
Common mistakes
- Turning on a portal without testing that clients see only their own data.
- Showing internal staff notes in the client view.
- Launching the portal without telling clients how to use it.
Related questions
- How do I keep track of client appointments and contact information?
- What is the best way to confirm appointments with clients?
- How can I get more clients to book appointments online?
- Should I let clients reschedule their own appointments?
- How do I handle appointment requests outside my business hours?
- What information should I collect when a client books an appointment?