Client Request History

It's possible to view past service requests a customer has made through their client portal. If your settings for change requests are configured for clients to make requests against specific visits, you can also view their change requests here as well. This tool can come in handy when understanding if a service was scheduled from a request and what happened to a previous request a client has made.

To see a client's past requests, you can go to their profile view and navigate to the Quick Actions Menu.

Client profile view with quick actions menu show toward the right side of page

From this menu, click "View Past Requests".

View of Dropdown Quick Actions Menu on client profile

This will populate a view with the date of the requests, the service type requested, and the times requested. Also, the status column will show if the request was approved or marked as unavailable or is still pending.

View of Service Request History on Client Profile

It's important to note if a requested service was deleted, it will not show in the client request history. Only requests that were processed as "Mark Unavailable" or "Approve" or that are still pending will be shown here.

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