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How to view client history?


Visit history includes all classes / sessions that this customer has attended at your business in the past.


Visit history just shows only classes / sessions that this customer has booked and attended via the fitli platform.


1 - Log in to your fitli business account

  • You will see at least 2 sections on the pulldown on your upper right hand side: 'Personal' section and your business name. Some accounts might also have 'Professional' section, depends on your account type.
  • Click on your business name to access your business account. This will take you to your business's calendar page, like below.

2 - Click on 'Customers' at the top menu

  • This will list all customers at your business.
  • Next to each customer, there will be a 'History' link. If you want to view one of your client's history, click on the highlighted 'History' link beside your client's name.

Here is an example of client history:


You can export your customers' visit history! Just click on the 'Export' button on the upper right corner to download a .csv file of their visits.

That's about it! Any questions? Chat with us or send us an email to support@fitli.com

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