Services Balances and History
Step 1: Calendar > Service Balances > Client Balances
Step 2: Use Calendar > Service Balances > History to easily review any client's session history as well as history of any packages they purchased.
Appointment Totals Reports
Step 1: Go to 'Calendar > Reports > Booked / Rescheduled / or Cancelled'
Purchases Reports
Step 1: Go to 'Reports > Purchases' then complete the settings to filter by date range or a particular type of service you offer.
