Activity Timeline

The activity timeline provides a chronological record of everything that happens with a client—from profile creation to session completions.

What is the Activity Timeline?

The activity timeline is an audit log that tracks:

• Client profile changes
• Session bookings and updates
• Status changes
• Note modifications
• System events

Accessing the Timeline

1. Go to Clients
2. Click on a client to open their profile
3. Navigate to the Activity or Timeline tab

Timeline Events

Profile Events

Session Events

Booking Events (Online)

Timeline Entry Details

Each timeline entry shows:

• Timestamp - When the event occurred
• Event Type - What happened
• Description - Details about the event
• User - Who made the change (you, system, or client)

Example Entries

January 15, 2025 at 10:30 AM
Session Completed
"Coaching Session" with John Smith completed

January 14, 2025 at 3:15 PM
Profile Updated
Email address updated from old@email.com to new@email.com

January 10, 2025 at 9:00 AM
Session Booked
"Initial Consultation" scheduled for January 15 at 10:00 AM

Filtering the Timeline

Filter timeline entries by:

• Event type - Show only specific event types
• Date range - Filter to a time period
• Session related - Show only session events
• Profile related - Show only profile changes

Timeline Uses

Client History Review

Before a session:

1. Review recent timeline entries
2. Note any recent cancellations
3. Check for profile updates
4. Review past session notes

Dispute Resolution

If there’s a question about changes:

1. Check the timeline for the exact date/time
2. See who made the change
3. View before/after values (if logged)

Pattern Recognition

Identify client patterns:

• Frequent cancellations
• Regular booking times
• Communication preferences

Privacy & Data

What’s Logged

• All profile changes
• All session status changes
• System-generated events
• Online booking activities

What’s Not Logged

• Profile views (unless enabled)
• Internal system operations
• Other users’ actions (if team feature)

Data Retention

Timeline data is:

• Kept for the life of the client profile
• Deleted when client is deleted
• Exportable upon request

Timeline vs Session History

Use the timeline for an overview; use session history for detailed session information.

Exporting Timeline Data

To export a client’s activity timeline:

1. Go to client profile
2. Navigate to timeline
3. Click Export (if available)
4. Choose format
5. Download

This may be included in client data export requests.

Best Practices

Regular Review

• Check timeline before client sessions
• Review after resolving issues
• Use for client relationship context

Documentation

• Keep notes that explain timeline events
• Document reasons for changes
• Use session notes for context

Client Communication

If a client asks about changes:

1. Check the timeline
2. Provide accurate information
3. Explain what happened and when

Related

• Client Profiles
• Session History
• Adding Clients