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How to see and use client history

Elín Inga avatar
Written by Elín Inga
Updated over 2 weeks ago

Overview

Keeping track of client history is key to delivering personalized and professional service. Whether you’re a Merchant or Staff member, Noona HQ gives you full access to a client’s appointment and purchase history—helping you stay informed and build stronger relationships.

This guide covers:

  • Viewing previous and upcoming appointments

  • Accessing appointment notes and statuses

  • Checking purchase history (requires the Point-of-Sale (POS) system)


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🔍 How to View Client Appointment History

There are two easy ways to access a client’s appointment history:

Option 1: Through the Client List

  1. Go to the Client List.

  2. Use the search bar to find the client by name or phone number.

  3. Click on the client’s name to open their profile.

  4. On the left, you’ll see:

    • Past and upcoming appointments

    • Appointment dates and details

    • Any attached notes or appointment statuses

Pro tip: On the Client List, you’ll also see how many total appointments a client has and when their next visit is scheduled.

Option 2: From the Calendar

  1. Click on any existing appointment in your calendar.

  2. Scroll down on the right-hand side panel.

  3. You’ll see a list of that client’s:

    • Previous visits

    • Upcoming bookings

You can click on any of these entries to view more details or make changes.


🛒 How to View Purchase History (POS Required)

If you’re using Noona’s Point-of-Sale (POS) system, you can access a client’s purchase history during checkout.

To view past purchases:

  • Click the Checkout button after an appointment.

  • On the right side of the screen, you’ll see a list of products the client has previously purchased.

This is a great time to:

  • Ask if they enjoyed a previous product

  • Suggest a refill or a related item

Add Purchases Without an Appointment

Even if a client walks in just to buy a product:

  1. Go to New Sale

  2. Search and select the client

  3. Add the product(s)

  4. Complete the sale as usual

This ensures their product purchase is saved to their client history.

🚀 Click here to learn more about the Point of Sales system


Need Support?

We’re here to help! If you have any questions or need guidance, feel free to reach out on the chat bubble or email us on [email protected] ❤️

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