The clients tab is where all your client profiles will live. On this tab, you can filter and sort your existing client list, import new clients, create a new client and add in custom fields.
Sorting, Filtering and Searching Your Client List
To sort your client list, click a column header and the list will reorganize itself based on your selection.
To filter or search your client list, click on the Filters button at the top of the screen. This will open up the side panel where you can view all the filter options.
Click on a specific filter to open that option up where you can either search or make multiple selections to filter your list. From there, click update filters.
You can reset the filters in the main filter menu by clicking the reset filters button in the top right hand corner.
Creating a New Client
To add a new client into your account, click the blue Create New Client button in the upper right hand corner of the Clients Tab. This will then take you to a form to enter the client's information and add them into the account. For more information on adding a client, click here. Remember, all clients must have unique names - the system does not allow for duplicates.
Creating or Editing Custom Fields
To add a custom field into your account, click the Custom Fields button in the upper right hand area of the Clients Tab. This will then open up a side panel for you to either create a new custom field or edit an existing field. Your account can have up to 24 unique custom fields. For more information on creating a Custom Field, click here.
Importing Clients
To import new clients, click the import clients button in the upper middle of the Clients Tab. This will then open up the import flow and take you through the steps of importing clients via a file. If you need a template to gather your client information, click the blue Download Template button to use our free template file. For more information on importing clients, click here.