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 05 Oct 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, join them yourself: in Clients filter "Possible duplicates" (records sharing a phone, email or name), tick the ones that are the same person and press "Merge records"; the oldest one stays, with every appointment, pass and note. When someone writes on WhatsApp or Telegram with a phone or email you already have, BookflowR recognises them by that detail. By name, never: two "María García" are two people.

To take the whole file with you, export clients from Clients › Import & export data.

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 page where clients view and manage their appointments without creating an account: they get in with Google, their email or their phone. A client booked and then signed in with Google in "My appointments": where is their appointment? In their account: what they booked from that browser moves to their Google account and they see it from any device. 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 Client area you choose whether it is open, what it is called and which sections show; the style is chosen in the editor 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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