The Purchase History view shows a chronological list of every transaction made by a client — services, courses, products, memberships, gift cards, and deposits. Filter by date range or category, see the value of each transaction, and identify buying patterns to personalise future recommendations.
How It Works
01
Open any client profile and navigate to the Purchase History tab
02
View all transactions in chronological order with amounts and payment methods
03
Filter by category: Services, Products, Courses, or Memberships
04
Export the history as PDF or CSV for the client or for accounting purposes
Key Features
Full Transaction Timeline
Category Filtering
Date Range Selection
Payment Method Display
Refund History
PDF Statement
CSV Export
Spend Analytics
Pro Tips
Review purchase history before every consultation to understand a client's treatment journey
Identify clients with high spend but low visit frequency — they are prime upsell candidates
Use spending patterns to create personalised product and service recommendations