You can view a customer’s complete appointment history directly from their customer profile in Appointy.
This gives you one place to review the appointments associated with a specific customer without searching through the main calendar.
What does a customer appointment history show?
In Appointy, the Appointments tab in a customer profile shows the appointments associated with that customer.
Depending on your business, the customer may be a client, patient, student, member, guest, or participant.
This view is useful when you want to quickly review a customer’s booking history or check their past and upcoming appointments.
How to view a customer’s appointments
Quick navigation
Customers → Select Customer → Appointments
Steps to view appointment history
- Log in to your Appointy admin account.
- Click Customers in the toolbar on the left.
- Select the customer whose appointments you want to review.
- Open the Appointments tab in the customer details window.
- You will see the appointment records associated with that customer.
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When should I use the customer appointment history?
You may want to review a customer’s appointments when:
- A customer asks about a previous booking
- You need to check an upcoming appointment
- You want to review the customer’s booking history
- You are handling a cancellation or rescheduling request
- You want context before creating another appointment for the customer
- You are assisting a returning client, patient, student, or member
Can I add a new appointment from the customer profile?
Yes.
From the customer’s Appointments tab, you can also create a new appointment for that customer using the + Appointment option.
This can be faster when you are already viewing the customer’s details.
What is the difference between customer appointments and the main calendar?
The customer Appointments tab shows bookings associated with one specific customer.
The main Appointy calendar gives you a broader view of appointments across your business, staff, dates, and schedules.
Use the customer profile when you want customer-specific booking history, and use the calendar when you want to manage the overall schedule.
Frequently Asked Questions
Where can I see all appointments for a customer?
Go to Customers → Select Customer → Appointments.
Can I see a customer’s appointment history in one place?
Yes. The Appointments tab in the customer profile provides a customer-specific view of their appointment records.
Can I create another appointment for the customer from this section?
Yes. You can use + Appointment from the customer’s Appointments tab to create a new booking.
Do I need to search the main calendar to find a customer’s bookings?
No. If you already know the customer, opening their profile and selecting Appointments is a faster way to review their booking records.
Is the Appointments tab the same as Customer Journey?
No. The Appointments tab focuses on the customer’s booking records, while the Journey tab provides a broader view of the customer’s activity and interactions with your business.