# Salon step 7: client history, reminders, reports

> See each client's visits and spend, send appointment reminders, and read salon and spa reports for revenue by service, stylist commission and no-shows.

Source: https://docs.smartposhub.com/business-types/salon-and-spa/step-7-client-history-reminders-and-reports/  
Last updated: 2026-10-30  
Product: SmartPOS Hub (https://smartposhub.com)

A salon or spa lives on repeat clients. This page shows where each client's **visit history** is, how **reminders** go out, and which **reports** tell you how stylists, services and the booking page are doing. It is for owners and managers.

## Client history

1. Open **Customers › Customers** and click the client, or search them from the top bar.
2. The top of the page shows total sales, balance due and advance balance (for example an unused deposit).
3. Click the **Appointments** tab. It shows **Visits**, **Spend**, **Upcoming** and **No-shows**, then the **Upcoming** list and the full **History** with each appointment's reference, date, services and status.

![Customer page with total sales, balance due and advance balance cards, and the Appointments tab with 34 visits, spend, 0 upcoming and 2 no-shows](https://docs.smartposhub.com/_astro/customer-appointments-tab.C-qd6hvh.png) (web app page: `/contacts/…`)
*A client's Appointments tab: visits, spend, no-shows and full history.*

Write notes that matter (allergies, colour formula, preferred stylist) as the **customer note** on the appointment, so the stylist sees them on the next visit. Use [customer groups](https://docs.smartposhub.com/customers/customer-groups/) for VIP or bridal clients and [reward points](https://docs.smartposhub.com/customers/reward-points/) for loyalty.

## Reminders and confirmations

- Turn on **Send email reminders** in **Services › Settings** and set **Reminder (hours before)**, for example 24. Each reminder is sent once.
- Clients get a confirmation email with a link to view or cancel their booking (if you allow online cancellation).
- On any appointment, **Reminder** and **Confirmation** send the email again, for example after a time change.
- If you take deposits, the six **Booking payment** messages (waiting for payment, receipt received, paid and confirmed, and so on) are in **Notification Templates**.

**Note:** 
Emails are only sent when email is set up for your business. Appointments always save, even if an email cannot be sent.

## Salon and spa reports

Open **Services › Reports** and pick the branch and dates. You see:

| Section | What it tells you |
|---|---|
| **Appointments**, **Completed**, **Revenue**, **Average per visit**, **No-show rate**, **Commission payable** | The headline numbers for the period |
| **Appointments by status** | How many were completed, cancelled or no-shows |
| **Where bookings come from** | Online, phone or walk-in: is your booking link working? |
| **Revenue by service** | Your best earners |
| **Busiest hours** | A weekday by hour grid, for staff rotas |
| **Staff performance & commission** | Appointments, booked and working hours, utilisation, revenue and commission per stylist |
| **Top customers** | Visits and spend of your best clients |

![Services reports with 325 appointments, 280 completed, revenue, average per visit, 1.8 percent no-show rate and commission payable, plus charts by status, source, revenue by service and busiest hours](https://docs.smartposhub.com/_astro/services-reports.vWoiVH9-.png) (web app page: `/services/reports`)
*Services › Reports for a beauty lounge over one month.*

For money and stock, use the core reports: **Reports › Profit / Loss Report**, **Register Report**, **Stock Report** and **Reports › Service Staff Report** for POS sales that named a stylist. See [Reports overview](https://docs.smartposhub.com/reports/reports-overview/).

## What happens next

You are set up. Read the [daily routine](https://docs.smartposhub.com/business-types/salon-and-spa/daily-operations/) and tick the [go-live checklist](https://docs.smartposhub.com/business-types/salon-and-spa/checklist/).

  - [Customer ledger](https://docs.smartposhub.com/customers/customer-ledger/)
  - [Sales reports](https://docs.smartposhub.com/reports/sales-reports/)

## Frequently asked questions

### Where do I see what a client had last time?

Open the client under Contacts and click the Appointments tab. The History table lists every appointment with date, services and status, and each reference opens the appointment with its staff and notes.

### Are reminders sent by SMS?

Appointment reminders and confirmations are sent by email when email is set up for your business. Staff can resend them with the Reminder and Confirmation buttons on the appointment.

### How do I see how much commission each stylist earned?

Services › Reports has Staff performance & commission with appointments, completed, no-shows, booked and working hours, utilisation, revenue and commission for the chosen dates and branch.

### Which services make the most money?

Services › Reports shows Revenue by service for the period. For product and service sales together, use Reports › Product Sell Report or Trending Products.

### Can I reward loyal clients?

Yes. Use reward points so clients earn points on every bill, and customer groups such as VIP or Bridal to give a group discount. Both are core features.