Where do I see a client history and their notes?

In the client record: their appointments, passes, details and the notes only you can see.

Updated 02 Sep 2026

In Clients search by name, phone or email and open the record. There you have their details, past and upcoming appointments, their passes and the custom fields you defined for your business (allergies, size, licence plate, whatever you need).

Record notes are internal: the client does not see them in the portal or in their emails. Notes on a specific appointment, on the other hand, travel with that appointment.

If the same person ended up with two records —one with a phone and one with an email— and later writes on WhatsApp or Telegram, BookflowR recognises them by that detail and merges both records instead of leaving the history split.

To take the whole file with you, export clients from My company › Import and export.

More in Clients and portal

Can I request custom data during booking? Yes, you can add custom fields and decide which ones are required. What is the My appointments portal? A public access point where clients can view and manage appointments without creating an account. Can the client cancel or change their appointment on their own? Yes, if you enable it: you decide how many hours in advance it is allowed. Can I change the name and the look of my client screens? Yes: in My website you choose what the client area is called, how people get in and which sections show; the style is chosen while seeing the result. How do I avoid fake bookings or people who never show up? With bookings pending approval, required fields, reminders and, if needed, services only for known clients.

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