To view and manage clients click on “Clients” in the menu bar, to the right of “Calendar.” Use this screen to add new clients, search existing clients, filter clients by various parameters, and view details like contact information, notes, and appointment information.
To search for a client start typing the client name, email, or phone number into the search bar. As you type the results will be narrowed according to the search.
To filter the client list by the owner, creation date or last appointment/future appointment click on the “Options” button in the top right corner of the client list screen.
Apply the desired filters which include:
All staff or client owner
Date client was created
Number of days since the last appointment
If a client has or does not have a future appointment on the books
Click “Apply” to view the clients that meet the parameters.
To refresh the client list click on “Options” and then “Reset to default filters”