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In step 2, you should review the client's past treatments and enhancements on their profile. You can also check their past product purchases for their home care routine. This will help you highlight the relevant membership benefits. Step 2. Review treatments and home care. On the client's profile, review past treatments and enhancements on the History tab. On the Products tab, you can see past product purchases for their home care routine. This information will set you up to emphasize relevant membership benefits later.