Client List

To access the client list, open the App Drawer then do one of the following:

  • Click View All > Clients.

  • Click View All > Reports > Clients > All Clients.

Understanding the client list

The client list displays a list of clients who have signed up with your business. This list displays relevant profile details for each client, pulled from their client profile.

What you can do with the client list

Key Tips

Locating deactivated clients

  • Deactivated clients won't automatically appear in the client list. To locate a deactivated client, click Filter, and under Client Status, select the Deactivated Clients checkbox. You can also click Only next to Deactivated Clients to deselect all other client status options and only display the deactivated clients in the list.

Accessing the client list

  • Staff roles need the View all reports permission, the View client reports permission, or the All Clients option under View client reports to access the client list.

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