To view the Contact History Report, click the App Drawer button then click View All > Reports > Clients > Contact History.

The Contact History Report is a client report that displays your business’s contact history during the selected date range, including interactions with your clients.

To view only your business’s email interactions with your clients, see Email History Report. To view an individual client’s contact history through their client profile, see Client’s contact history.

Headings in the Contact History Report

Heading	Description
Client	The name, email, and profile image of the client or staff member contacted is listed in this column. Relevant details about this customer, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more.
Date	The date and time the client was contacted.
User	The client or staff member who made the contact. If the contact was automated by the system, this column will be labeled Automated. If no staff member was selected when the contact log entry was created, this column will display No Staff.
Contact Method	The method of contact. The possible methods are: Email, In Person, Mail, Phone, Push, and SMS.
Category	The name of the notification.
Contact Type	The type of notification sent to the customer. The possible notification types are Client Notification, Staff Notification, Automated Marketing, Message Center, and Admin Business. If the contact was added manually, a custom contact type can be added.
Status	The status of the contact method. The possible email statuses are: Sent – The email was delivered. Opened – The email was delivered and opened. Unopened – The email was delivered but hasn’t been opened yet. Bounced – The email failed to deliver. You can hover over a Bounced status to reveal the reason why the email bounced. For more information about bounced emails, see FAQ: Why did an email bounce? Awaiting Send – The email is in the process of delivery. This status will change after the message has been processed. Pending – The message delivery is being delayed, and the message will be sent automatically later. Hover over the status to view the reason for the delay. Scheduled – The email was scheduled through QUICK contact to be sent at a future date. Hovering over the badge will display the date and time when the email is scheduled to be sent. Failed – The email wasn’t sent to the client. Hover over the status to view the reason why the email failed to send. Reasons an email may have failed to send include: Turned Off – The client has turned off email notifications. Wrong Client Group – The client is not part of the client group meant to receive that email notification. Wrong Client Type – The client is not the client type meant to receive that email notification. Locked Email – The business disabled the email notification. Blacklisted Email – The client’s email address is blacklisted. For more information, see FAQ: Why was my email blacklisted? Unknown – The email failed to send due to unknown reasons. Notes: The email status shown reflects the most recent update provided by Amazon Simple Notification Service (SNS). This means that emails may sometimes go through multiple statuses, but only the most recent status will be shown. For example, an email may initially have a status of Bounced, but later the status is changed to Opened. In this case, the reason the email bounced will appear when you hover over the Opened status. An email status may not update if the recipient is using ad-blocker plug-ins or a secure email agent. For example, an email may have a status of Unopened even if the recipient has opened the email. The possible SMS statuses are: Unopened – The message was delivered but hasn’t been opened yet. Sent – The message was delivered. This applies to message that are: Successfully sent from WellnessLiving but stopped by mobile carriers. Successfully send from WellnessLiving and made their way past the mobile carriers. Failed to send – The message failed to be sent directly from WellnessLiving. Hover over the status to view the failed reason. For example, the number is invalid. Undelivered – The message failed to be sent due to errors with the mobile carrier or destination. For example, the number may be blocked by the mobile carrier due to carrier filtering or blocked by the recipient, the recipient’s phone was turned off, and more, Pending – The message delivery is being delayed, and the message will be sent automatically later. Hover over the status to view the reason for the delay. The possible Push statuses are: Sent – The message was delivered. Pending – The message delivery is being delayed, and the message will be sent automatically later. Hover over the status to view the reason for the delay. Failed – The message wasn’t sent to the client. Hover over the status to view the reason why the push notification failed to send.
Channel	The direction in which the notification was sent. The possible channels are: Inbound – The message was sent by a client to your business. Outbound – The message was sent by your business to a client.
Action	Click the Action button to Resend the message to the client or Show the body of the message. Manually added contact logs can’t be resent.

Advanced filters in the Contact History Report

Filter	Description
Contact Method	Use this filter to determine which contact logs to include in the report based on the contact method used to contact the client.
Mail Type	Use this filter to determine which contact logs to include in the report based on which type of notification was issued. Only one selection can be made at a time.
Contact Type	Use this filter to determine which contact logs to include in the report based on which contact type was used to contact the client.
Mail Status	Use this filter to determine which contact logs to include in the report based on the status of the notification.
Push Status	Use this filter to determine which contact logs to include in the report based on the status of the push notification.