Navigation: Practice Management > Workspace > Clients > Select Client > Timeline > Activity

Watch how to customise your client's timeline


You can now customise what you see on a clients timeline by going to the activity heading under timeline

Please select the areas you would like to see and click 'proceed with selected'

Once clicked only the selected heading will show in the timeline below.

You can reset the filters by clicking reset filters.

Click here to find out how to pin notes to a clients timeline