Use appointment history to prepare a personal welcome, confirm the booked service, and agree what the client needs this time.
Start with the appointment that is actually booked
A regular nail client has booked a gel manicure. Before they arrive, check the selected service, duration, and payment status. Look at previous bookings for context, and check whether there is already another appointment in the diary.
A repeat visit can still involve a different service or a new priority. Use the history to prepare a useful question rather than assume the client wants the same appointment again.
A five-minute preparation checklist
Use two minutes to check today’s booking and previous services. Spend the next two checking any relevant details you already keep in an appropriate system. Use the last minute to confirm what is included and prepare one opening question.
For example: “Welcome back. You booked [service] today. Is there anything you would like us to discuss before we start?” If removal or another service is needed, agree the scope and price before beginning extra work.
- Confirm today’s service, duration, teammate, and payment status.
- Review relevant previous bookings without assuming the same needs today.
- Prepare the workspace and one useful opening question.
Prepare the service and the payment separately
A familiar client can still arrive with a different booking or a remaining balance. Check both the service plan and the money record so the opening conversation does not have to solve avoidable surprises.
| Before the visit | What to check |
|---|---|
| Service | The selected appointment, duration, delivery format, and teammate. |
| Payment | Full payment or deposit, and any amount still due. |
| Next step | Whether a future appointment is already booked before suggesting another. |
Give the person delivering the service a useful handover
As the business owner, make sure the person delivering the appointment knows the agreed service, timing, and any practical information needed. Keep that handover inside the systems and working practices your business uses.
Citruss shows past and upcoming appointments, session counts, and spending in the client record. Keep any additional treatment records or detailed notes in an appropriate system; appointment history is only part of the relationship.
After the visit, check the booking state and the payment record before preparing the next one. A reliable routine is built from accurate records and a brief conversation, rather than asking the client to explain their whole history again.
Understand how the client list is built
A person becomes a client in Citruss through a confirmed or completed booking, including a confirmed free appointment. An enquiry or unfinished checkout is not the same as a client record.
If someone appears to be missing, begin with their booking and its status. You do not need to re-enter every new booking as a manual client to build the list.
- Search Clients and check the relevant new or repeat-client filter.
- Look for the confirmed booking before assuming the person has never visited.
- Open the record to review past sessions and the next appointment.
- Use Export CSV when you need a separate working copy for your own review.
See how Citruss can help.
See each client’s past appointments, upcoming bookings, and spending in Citruss.
Explore client records