Client List

Your client list will display your clients. Clients are listed alphabetically by first name. Along with the client name, the Internal ID and next appointment is displayed in the list.

Client list

Actions

  • You can search for clients by using the Search textbox.
  • Click the +Add button to add a new client.
  • Click the Filter icon to filter the client list based upon practitioner and/or active/inactive status.
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