The Clients Activity feed is a chronological log of every single interaction across your clinic — bookings made and cancelled, emails sent and received, consent forms signed, payments taken, notes added, and files uploaded. Filter by client, date range, staff member, or action type to trace any journey precisely.
How It Works
01
Navigate to Clients → Activity in the main sidebar
02
Use the filter panel to narrow by date range, staff member, or activity type
03
Click any activity entry to jump directly to the full record it relates to
04
Export the filtered activity log as a CSV for external reporting
Key Features
Chronological Activity Log
Filter by Action Type
Filter by Staff Member
Date Range Picker
Click-Through to Record
CSV Export
Real-Time Updates
Client-Specific View
Pro Tips
Check the activity feed each morning to review everything that happened the previous day
Use activity logs during client disputes to present a clear, irrefutable timeline of events
Set up a daily activity digest email for managers so they stay informed without logging in