1. Access the Client List.
![](https://agendablanca.com/book/wp-content/uploads/2022/01/client-tracking_01-1024x558.png)
2. Click on the Tracking History icon from the list of clients in the actions to the right of each client line.
![](https://agendablanca.com/book/wp-content/uploads/2022/01/client-tracking_02-1024x171.png)
Or you can also access from the same edition within the client in the tab on the upper right “Tracking history”.
![](https://agendablanca.com/book/wp-content/uploads/2022/01/client-tracking_03.png)
3. If you still don’t have any history created, click on “Add new history”.
![](https://agendablanca.com/book/wp-content/uploads/2022/01/client-tracking_04-1024x513.png)
4. Write the name of the history and click on “Add”. You can add as many as you want.
![](https://agendablanca.com/book/wp-content/uploads/2022/01/client-tracking_05-1024x121.png)
5. The history will be created and a new text box will appear and you can fill in the description of the follow-up with the notes and the date of the follow-up. Once you have written, click on “Add” to save it. You can add as many follow-ups as you want within the history.
![](https://agendablanca.com/book/wp-content/uploads/2022/01/client-tracking_06-1024x326.png)
![](https://agendablanca.com/book/wp-content/uploads/2022/01/client-tracking_08-1024x509.png)
6. Histories and track notes can be edited or deleted using the icons that appear next to the title.
![](https://agendablanca.com/book/wp-content/uploads/2022/01/client-tracking_08-copia-1024x509.png)
7. If you have already created one or more stories, use the dropdown to select the history you want.
![](https://agendablanca.com/book/wp-content/uploads/2022/01/client-tracking_09.png)