Can I see a customer's full history?

Yes. Open the customer from the Customers section — their profile carries a full timeline of everything that's happened with them, right there on the page.

The timeline brings together, in order:

• Conversations
• Bookings
• Quotes
• Jobs, work orders, and service requests
• Invoices
• Payments and receipts
• Deposits
• Reviews
• Memberships
• Documents
• Changes made to the record

Everything in one place, instead of piecing the story together across five different screens.

For just the money side — balances, running totals, transaction history — there's a separate, more detailed view on the same profile: the customer ledger.

When Nassima is in a conversation with that customer, it also has their message history on hand, so it isn't starting from zero.

From the same profile, you can message the customer directly — the composer opens right there — or invite them to your self-service portal so they can manage their own bookings and account going forward. Sending messages more broadly is covered under Send messages.

One profile carries the whole relationship, so nobody starts a conversation with a customer from zero.