Recent Client Functionality (9th Oct 2018)

We've made some changes to the recent client functionality to make for a smoother and simpler experience when accessing recent clients details.

The system will keep track of which clients you have recently interacted with by means of viewing, creating or editing an appointment for them, or by viewing their client profile.

When you access the New Appointment Details panel, you will see the following icon from which you can select to see and then select recent clients:

Similarly, when using the cilent search at the top of the page, this will produce a list of recent clients:

 

As will recent appointments, and recent invoices: