Never feel unprepared again. See everything you’ve done for each client at a glance.
Timeline will automatically keep track of appointments, reports and invoices for your clients and display them in a client’s record.
You can also add any notes or attach files you think are useful.
Pin important information
Got a client with a grumpy dog? Make a note and save important information at the top of your timeline so that you never miss these details.
Pinned notes will also appear on their appointments for easy reference.