Navigating the Client List

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

To filter the Clients screen, select the Options menu, adjust the filters as needed, and select Apply. To reset the filters, select Reset to default filters from the Options menu.

To sort the Clients screen alphabetically, go to User Profile > Preferences and select Edit.

In the dropdown, select Alphabetical and select Save.