Clients Overview

The Clients page is the directory of everyone your practice works with. Open it to look someone up, scan recent activity, or add a new client by hand.

What you'll see

• A paginated list of clients with name, email, phone, and next upcoming appointment.
• A search bar that matches by name, email, or phone.
• Status filters for active, inactive, and (on plans with re-engagement) at-risk, lapsed, or churned segments.
• An Add Client action in the top-right.

Day-to-day actions

• Click any row to open the full client profile.
• Use the search bar for partial-match lookups (typing "sam" matches Samantha and Samuel both).
• Sort by last visit or date added to find recent additions.
• Export the filtered list to CSV from the actions menu.

Where clients come from

• Self-service bookings on your published booking page automatically create client records.
• You can add clients manually for walk-ins, phone bookings, or migrating an existing list. See Add a Client.
• A bulk CSV import is available when the practice importer is enabled. See Data Import.

Tips

• Inactive clients are hidden by default. Switch the status filter to see them.
• If a client books online with the same email later, their records are linked automatically; you don't end up with duplicates.
• The global ⌘K palette also searches clients, often the fastest way to jump to a specific record.