Customer directory · Visit history
Review what happened with this customer before responding or planning what comes next.
A simple contact list does not show customer activity. MapMyStaff connects contact details, last visit, appointment count, lifetime value, status, and history. From that history, the team can open a recorded appointment and review its details without leaving the Directory.
From customer to appointment
Customer recordThe record lets the team move from summary to a specific service visit
01
Customer foundGlobal search and filters
FOUND02
Record reviewedContact details, activity, lifetime value, and status
READ03
History reviewedAppointments or previous history depending on available data
REVIEWED04
Appointment openedSummary and document details
OPEN01Open the service visit
Move from the history to the specific appointment.
When an appointment is present in the customer history, it can be opened from the Directory. The detail view restates the customer and appointment identifier, then makes document fields easier to read, including package, option, associated employee, and payment status.
iIllustrative example—fictional data. Amounts and percentages do not represent verified customer results.
Customer DirectoryAppointment details
CustomerCustomer Aapt_peuy5oqap8kgzp8l5c
Completed
Appointment ID apt_peuy5oqap8kgzp8l5cDate Mar. 30, 2026Revenue 151,10 $
Appointment fields
- Customer
- Customer
- Package
- Package A
- Option
- Option A
- Employee
- Employee A
- Payment status
- Paid
Readable document data
- Scheduling model
- Fixed windows
- Created at
- Mar. 30, 2026
- Updated at
- Mar. 30, 2026
- Customer ID
- sample_customer
- Available field
- —
Document reading
- Associated revenue
- 151,10 $
- Raw data
- Available for verification
- Document state
- Available
02Understand the customer
Place the customer in context before opening the history.
The record connects contact details with customer activity. When the data is available, it can show the last visit, appointment count, lifetime value, and activity status, then provide access to history without leaving the Directory.
iIllustrative example—fictional data. Amounts and percentages do not represent verified customer results.
03Find the customer
Quickly find the right record.
Global search can identify a customer from several fields in the record. The list can then be sorted and reviewed using indicators such as city, last visit, appointment count, lifetime value, and status.
iIllustrative example—fictional data. Amounts and percentages do not represent verified customer results.
Customer DirectorySearch for a customer and open the information available in the record.
CustomerCityLast visitAppts / Lifetime valueStatus
MLCustomer Acustomer.a@example.comCity AApr. 16, 20264 days ago81 245,50 $Active
TDCustomer Bcustomer.b@example.comCity BApr. 10, 20264 days ago5650,00 $Active
SCCustomer Ccustomer.c@example.comCity CApr. 14, 20264 days ago122 350,00 $Active
NPCustomer Dcustomer.d@example.comCity BMar. 20, 20264 days ago3220,00 $Inactive
04Consult the record
Keep history accessible on large and small screens.
On larger screens, the Directory uses a structured table. On small screens, it switches to compact expandable cards while keeping the record, history, and appointment details accessible.
Accessible recordAccording to screen and available data
✓Record, history, and appointment remain accessible on a small screen
See how data is governed20FAQ
Frequently asked questions
Four answers that define the role and depth of the Customer Directory.
Is the Customer Directory only a contact list?
No. It connects the customer record, lifetime value, visit count, appointment history, and the details of a specific appointment.
Can an appointment be opened from the customer record?
Yes. Appointments shown in the history are clickable and open a view that loads the targeted appointment document.
What happens if a customer does not yet have modern appointment history?
The module can use the previous package-based history when appointment history is unavailable, then show an empty state when no history exists.
Does the Directory remain usable on a small screen?
Yes. The desktop table becomes expandable mobile cards while keeping history and appointment details accessible.
Next step
Request a targeted demoLet’s start from a customer record that takes too long to reconstruct.
Show us how your team currently finds customer activity and the details of a specific appointment.