Loyalsnap Intelligence Client History Summary

This article explains the Loyalsnap Intelligence summary that appears on client profiles: what it shows, where to find it, and how to get the most out of it.

What Is the Loyalsnap Intelligence Client History Summary?

When you open a client's profile and go to their history, you'll see a Loyalsnap Intelligence summary card at the top, before the full history list. It pulls together the most relevant patterns from that client's activity: their engagement history, purchase behavior, attendance trends, and any notable recent changes.

Instead of scrolling through weeks of history entries to get a feel for a client, you get the key points in a few sentences.

⚠️ Note: The summary is based on the client's available history in Loyalsnap. For very new members with limited history, it may be brief or not appear at all.

 

Where to Find It

1. Open a client's profile from the Inbox, Dashboard, or Member Search.
2. Click the History tab on the client profile.
3. The summary card appears at the top of the history panel, above the full history list.

💡 Tip: Use the summary before a follow-up call or message to a client you haven't spoken to in a while. It saves the 2–3 minutes of scrolling to piece together their story.

 

Troubleshooting / FAQs

Q: The summary looks outdated or doesn't match what I know about the client.

A: The summary is generated from the history data available when you load the page. If you've just logged a new visit or sent a message, give it a moment and refresh. It may not reflect very recent activity instantly.

Q: Can I edit or add to the summary?

A: The summary is generated by Loyalsnap Intelligence and is read-only. For your own notes, use the Notes section on the client profile, which you can write and update yourself.

Q: Is this summary visible to the client?

A: No. It's visible only to your studio's staff inside Loyalsnap. Members never see it.

If you're still running into issues, reach out to your Loyalsnap rep or contact [e-mail]