Navigating the Client List

On the Clients screen, you can add new clients, search existing clients, and view client details including contact information, notes, and appointment information.

Filtering the client list

To filter the client list, select Options. Update the filters as needed and select Apply. To reset the filters, select Reset to default filters.

Sorting the client list

To sort the client list alphabetically, go to User Profile > Preferences and select Edit.

In the dropdown, select Alphabetical and select Save.