This article will show you how to view a client's total product spend, service spend, course/series spend, overall total spend, and No Show count on their client card.
In this Article
Showing/Hiding Client Spend
By updating access level permissions, you can show or hide client spending for everyone or, if you prefer, only for specific staff members.
To update an access level, go to Manager > Access > Choose the Access Level you wish to update > Search 'spend' > Check/uncheck the Spend permission > Click Save to finish.
What Does it Look Like?
The client spend summary appears in the Spend section of their client card and includes the following information:
- Overall spend total
- Product spend total
- Service spend total
- Course/Series spend total
- Total number of No Shows