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How to see the Order history of a Client

Emily O'Shea avatar
Written by Emily O'Shea
Updated over a month ago

You can see a collection of Orders made by a particular Client within the Clients Profile.

To view this head to Clients tab > search/ select on the client > scroll down to the Orders section.

Here you will see a list of all orders this client has made as a lead booker.

The list of Orders will show:

  • Order reference

  • Status of the order

  • Name of the site the order is part of (this is useful for Organisations that have more than 1 site because if the client has booked orders across various sites you will be able to see the site name for each order)

Please note, whilst you will be able to see all site names that the order is for, you won't be able to access the Order of other sites to view or make changes unless you have the require permissions to access those specific sites.

  • Date/ time the order was received

  • The amount of items within the order.

If you select onto the order it will then bring you directly to the order page for that order.

In the Orders section of the Client profile it will list the most recent 5 orders but if you select the 'View all' option it will bring you to the orders page where all orders have been filtered to only show a collection of orders for this specific client

On the Client profile if you select '+New' it will then generate a new order and prefill the Client details section on the Order with this Client's details.

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