A SAR process is only useful if it lists the real places where information may exist.
| Search location | Check |
|---|---|
| Client record | Profile, notes, forms, documents, images, attachments. |
| Appointments | Booking history, cancellations, reminders, visit notes, route notes. |
| Messages | Email, SMS, WhatsApp, booking messages, call notes where business records are held. |
| Financial records | Invoices, payments, refunds, deposits, account notes. |
| Profession-specific records | health screening forms, injury notes, emergency contacts, progress notes, photos, goals, session records, invoices, and messages. |
| Supplier systems | Booking, forms, payments, storage, accounting, website, and marketing tools. |