Client profiles and activity notes

Click any client's name to open their profile — the full picture of your relationship in four tabs.

Overview

Contact details (business, email, phones — email is click-to-send), the client's address, and the free-form Notes field from their record. The header shows their status and gives you two shortcuts: New Invoice (opens the invoice form with this client pre-selected) and Edit.

Activity

A running timeline of notes about this client. Type a note and press Add Note (or Ctrl/Cmd + Enter). Each note shows who wrote it and when.

You'll see two kinds of entries:

• Your notes — added by you or your team; you can delete these
• System entries — automatic records Velosiq writes, marked with a "System" label; these are permanent so your history stays trustworthy

Use the activity feed for call summaries, meeting notes, preferences — anything you'd want the next person (or future you) to know.

Invoices

Every invoice for this client, with a quick Total billed and Paid summary at the top. Each row links straight to the invoice.

Appointments

The client's appointment history and upcoming bookings, with times and statuses (Scheduled, Completed, Cancelled, No-show).

Tip: The New Invoice button on a client's profile is the fastest way to bill a repeat customer — the client is already selected when the form opens.