The Client story
A short read of how a client books, from the sparkle button beside their name once they've had three visits.
Open a client on your phone. Once there's a story to read, a sparkle button appears beside their name. Tap it for a short read of how they book.
There's no button until they've had three finished visits.
What's in it
- Cancellation risk — shown only when it's Elevated or High, with the reason.
- Patterns — short lines about how they book.
- Watch out — things worth knowing before the next visit.
- Re-book — a line on getting them booked again.
It's written from their recent bookings, notes and voice notes, and it updates as their history changes.
On a computer
A Client story button shows in the client's panel when the app has already written one.
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